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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 | $39,832 | $102,382-61.1% | $147,005-72.9% | $80,874-50.7% |
| Participation rate | 97.7% | 75.8%+21.8pp | 82.2%+15.5pp | 67.6%+30.0pp |
| Annual return | 16.78% | 134.89%-118.1pp | 418.76%-402.0pp | 35.62%-18.8pp |
| Employer contribution / active EE | $0 | $3,715-100.0% | $4,934-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $10,836 | $6,646+63.0% | $8,070+34.3% | $4,297+152.2% |
| Admin fee / account holder | $14,049 | $7,942+76.9% | $13,006+8.0% | $6,935+102.6% |