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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 | $50,124 | $132,099-62.1% | $115,599-56.6% | $138,895-63.9% |
| Participation rate | 95.0% | 77.9%+17.1pp | 74.3%+20.7pp | 79.9%+15.1pp |
| Annual return | 10.24% | 176.76%-166.5pp | 111.10%-100.9pp | 145.39%-135.2pp |
| Employer contribution / active EE | $11,311 | $3,416+231.1% | $2,955+282.7% | $4,194+169.7% |
| Participant deferral / active EE | $0 | $5,617-100.0% | $4,889-100.0% | $6,396-100.0% |
| Admin fee / account holder | $4,159 | $15,650-73.4% | $12,841-67.6% | $12,562-66.9% |