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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 | $32,269 | $104,937-69.2% | $84,628-61.9% | $152,897-78.9% |
| Participation rate | 73.9% | 74.8%-0.9pp | 68.2%+5.7pp | 82.5%-8.5pp |
| Annual return | 33.26% | 373.88%-340.6pp | 258.80%-225.5pp | 345.43%-312.2pp |
| Employer contribution / active EE | $0 | $3,303-100.0% | $2,653-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $9,814 | $4,690+109.3% | $3,900+151.7% | $5,851+67.7% |
| Admin fee / account holder | $441 | $6,243-92.9% | $4,914-91.0% | $11,599-96.2% |