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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 | $37,523 | $102,382-63.4% | $147,005-74.5% | $80,874-53.6% |
| Participation rate | 75.7% | 75.8%-0.2pp | 82.2%-6.5pp | 67.6%+8.0pp |
| Annual return | 19.43% | 134.89%-115.5pp | 418.76%-399.3pp | 35.62%-16.2pp |
| Employer contribution / active EE | $0 | $3,715-100.0% | $4,934-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $9,268 | $6,646+39.4% | $8,070+14.9% | $4,297+115.7% |
| Admin fee / account holder | $944 | $7,942-88.1% | $13,006-92.7% | $6,935-86.4% |