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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 | $47,650 | $102,595-53.6% | $94,057-49.3% | $154,746-69.2% |
| Participation rate | 94.4% | 76.0%+18.4pp | 73.3%+21.1pp | 80.7%+13.7pp |
| Annual return | 24.44% | 583.42%-559.0pp | 480.62%-456.2pp | 172.34%-147.9pp |
| Employer contribution / active EE | $0 | $3,147-100.0% | $2,933-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $16,380 | $5,118+220.0% | $4,709+247.8% | $6,730+143.4% |
| Admin fee / account holder | $1,355 | $7,736-82.5% | $7,244-81.3% | $14,365-90.6% |