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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 | $28,214 | $111,787-74.8% | $93,681-69.9% | $145,978-80.7% |
| Participation rate | 90.5% | 74.2%+16.2pp | 68.7%+21.7pp | 80.3%+10.2pp |
| Annual return | 12.62% | 203.52%-190.9pp | 133.47%-120.8pp | 550.52%-537.9pp |
| Employer contribution / active EE | $0 | $3,093-100.0% | $2,422-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $3,672 | $4,918-25.3% | $4,415-16.8% | $6,690-45.1% |
| Admin fee / account holder | $1,076 | $10,256-89.5% | $8,290-87.0% | $13,400-92.0% |