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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 | $72,071-33.9% | $68,368-30.3% | $137,256-65.3% |
| Participation rate | 94.4% | 76.2%+18.2pp | 73.8%+20.7pp | 80.0%+14.5pp |
| Annual return | 24.44% | 353.14%-328.7pp | 292.57%-268.1pp | 220.34%-195.9pp |
| Employer contribution / active EE | $0 | $2,788-100.0% | $2,649-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $16,380 | $4,410+271.4% | $4,123+297.3% | $6,407+155.7% |
| Admin fee / account holder | $1,355 | $5,336-74.6% | $5,150-73.7% | $12,270-89.0% |