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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 | $111,830-74.8% | $93,696-69.9% | $145,884-80.7% |
| Participation rate | 90.5% | 74.2%+16.3pp | 68.7%+21.8pp | 80.3%+10.2pp |
| Annual return | 12.62% | 204.08%-191.5pp | 133.74%-121.1pp | 551.85%-539.2pp |
| Employer contribution / active EE | $0 | $3,093-100.0% | $2,422-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $3,672 | $4,920-25.4% | $4,417-16.9% | $6,690-45.1% |
| Admin fee / account holder | $1,076 | $10,249-89.5% | $8,287-87.0% | $13,392-92.0% |