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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 | $43,138 | $84,741-49.1% | $75,731-43.0% | $167,553-74.3% |
| Participation rate | 83.3% | 77.8%+5.5pp | 74.8%+8.5pp | 82.1%+1.2pp |
| Annual return | 13.55% | 199.72%-186.2pp | 104.65%-91.1pp | 478.89%-465.3pp |
| Employer contribution / active EE | $0 | $3,230-100.0% | $2,743-100.0% | $4,840-100.0% |
| Participant deferral / active EE | $2,287 | $4,577-50.0% | $3,820-40.1% | $6,343-63.9% |
| Admin fee / account holder | $984 | $5,361-81.6% | $3,620-72.8% | $12,316-92.0% |