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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 | $46,873 | $91,537-48.8% | $130,045-64.0% | $75,173-37.6% |
| Participation rate | 89.7% | 71.5%+18.2pp | 78.5%+11.2pp | 67.2%+22.5pp |
| Annual return | 18.11% | -631.55%+649.7pp | -137.30%+155.4pp | 160.72%-142.6pp |
| Employer contribution / active EE | $0 | $2,845-100.0% | $4,321-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $5,896 | $4,343+35.8% | $5,820+1.3% | $4,126+42.9% |
| Admin fee / account holder | $774 | $6,780-88.6% | $10,600-92.7% | $5,651-86.3% |