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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 | $54,111 | $102,595-47.3% | $94,057-42.5% | $154,746-65.0% |
| Participation rate | 71.4% | 76.0%-4.6pp | 73.3%-1.9pp | 80.7%-9.3pp |
| Annual return | 11.68% | 583.42%-571.7pp | 480.62%-468.9pp | 172.34%-160.7pp |
| Employer contribution / active EE | $3,525 | $3,147+12.0% | $2,933+20.2% | $4,379-19.5% |
| Participant deferral / active EE | $0 | $5,118-100.0% | $4,709-100.0% | $6,730-100.0% |
| Admin fee / account holder | $10,954 | $7,736+41.6% | $7,244+51.2% | $14,365-23.7% |