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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 | $36,037 | $68,097-47.1% | $62,929-42.7% | $137,256-73.7% |
| Participation rate | 71.4% | 77.4%-6.0pp | 73.1%-1.7pp | 80.0%-8.5pp |
| Annual return | 18.91% | 1859.11%-1840.2pp | 1063.93%-1045.0pp | 220.34%-201.4pp |
| Employer contribution / active EE | $0 | $2,811-100.0% | $2,505-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $5,957 | $4,553+30.9% | $3,888+53.2% | $6,407-7.0% |
| Admin fee / account holder | $1,962 | $6,521-69.9% | $5,065-61.3% | $12,270-84.0% |