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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 | $45,534 | $102,393-55.5% | $147,041-69.0% | $80,911-43.7% |
| Participation rate | 77.8% | 75.9%+1.9pp | 82.2%-4.4pp | 67.6%+10.1pp |
| Annual return | 17.81% | 134.95%-117.1pp | 419.21%-401.4pp | 35.63%-17.8pp |
| Employer contribution / active EE | $0 | $3,715-100.0% | $4,935-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $10,861 | $6,647+63.4% | $8,071+34.6% | $4,297+152.8% |
| Admin fee / account holder | $4,877 | $7,943-38.6% | $13,006-62.5% | $6,935-29.7% |