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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 | $31,772 | $96,678-67.1% | $86,640-63.3% | $139,466-77.2% |
| Participation rate | 88.9% | 74.4%+14.5pp | 71.7%+17.2pp | 80.3%+8.6pp |
| Annual return | 18.53% | 106.69%-88.2pp | 592.52%-574.0pp | 373.66%-355.1pp |
| Employer contribution / active EE | $0 | $3,265-100.0% | $3,024-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $2,637 | $4,837-45.5% | $4,438-40.6% | $6,712-60.7% |
| Admin fee / account holder | $3,930 | $6,410-38.7% | $5,616-30.0% | $11,409-65.6% |