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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 | $41,174 | $118,708-65.3% | $98,920-58.4% | $158,966-74.1% |
| Participation rate | 82.4% | 77.8%+4.5pp | 76.0%+6.3pp | 82.0%+0.4pp |
| Annual return | 241.82% | 372.49%-130.7pp | 196.47%+45.3pp | 302.95%-61.1pp |
| Employer contribution / active EE | $0 | $3,334-100.0% | $2,689-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $2,153 | $5,089-57.7% | $4,245-49.3% | $5,983-64.0% |
| Admin fee / account holder | $599 | $10,134-94.1% | $6,643-91.0% | $11,250-94.7% |