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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 | $54,031 | $104,953-48.5% | $84,637-36.2% | $152,909-64.7% |
| Participation rate | 94.7% | 74.8%+19.9pp | 68.2%+26.5pp | 82.5%+12.3pp |
| Annual return | 20.31% | 373.94%-353.6pp | 258.82%-238.5pp | 345.46%-325.2pp |
| Employer contribution / active EE | $0 | $3,304-100.0% | $2,653-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $846 | $4,691-82.0% | $3,900-78.3% | $5,851-85.5% |
| Admin fee / account holder | $603 | $6,244-90.4% | $4,914-87.7% | $11,601-94.8% |