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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,317 | $55,446-36.3% | $155,574-77.3% | $74,429-52.5% |
| Participation rate | 85.0% | 61.9%+23.1pp | 78.2%+6.8pp | 67.2%+17.8pp |
| Annual return | 16.10% | 269.20%-253.1pp | 64.87%-48.8pp | 1368.38%-1352.3pp |
| Employer contribution / active EE | $0 | $2,266-100.0% | $4,676-100.0% | $2,625-100.0% |
| Participant deferral / active EE | $4,787 | $2,836+68.8% | $5,629-15.0% | $4,348+10.1% |
| Admin fee / account holder | $2,872 | $1,743+64.8% | $15,914-82.0% | $1,944+47.7% |