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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 | $50,914 | $100,203-49.2% | $85,240-40.3% | $145,897-65.1% |
| Participation rate | 95.2% | 74.1%+21.1pp | 67.5%+27.7pp | 80.3%+14.9pp |
| Annual return | 11.91% | 84.28%-72.4pp | 66.75%-54.8pp | 552.29%-540.4pp |
| Employer contribution / active EE | $0 | $3,242-100.0% | $2,735-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $6,992 | $5,299+32.0% | $4,527+54.5% | $6,689+4.5% |
| Admin fee / account holder | $37,809 | $7,265+420.4% | $6,165+513.3% | $13,390+182.4% |