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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 | $70,366-32.3% | $66,674-28.5% | $138,895-65.7% |
| Participation rate | 94.4% | 76.2%+18.3pp | 73.7%+20.8pp | 79.9%+14.5pp |
| Annual return | 24.44% | 386.41%-362.0pp | 321.24%-296.8pp | 145.39%-121.0pp |
| Employer contribution / active EE | $0 | $2,765-100.0% | $2,620-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $16,380 | $4,374+274.5% | $4,084+301.1% | $6,396+156.1% |
| Admin fee / account holder | $1,355 | $5,262-74.2% | $5,098-73.4% | $12,562-89.2% |