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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 | $35,988 | $125,184-71.3% | $105,607-65.9% | $145,884-75.3% |
| Participation rate | 93.8% | 77.6%+16.1pp | 75.3%+18.5pp | 80.3%+13.4pp |
| Annual return | 12.68% | 225.00%-212.3pp | 116.11%-103.4pp | 551.85%-539.2pp |
| Employer contribution / active EE | $1,326 | $3,720-64.4% | $3,167-58.1% | $4,662-71.6% |
| Participant deferral / active EE | $0 | $5,714-100.0% | $5,011-100.0% | $6,690-100.0% |
| Admin fee / account holder | $6,363 | $17,133-62.9% | $10,958-41.9% | $13,392-52.5% |