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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 | $36,389 | $109,344-66.7% | $89,400-59.3% | $158,950-77.1% |
| Participation rate | 78.9% | 74.3%+4.7pp | 68.0%+11.0pp | 82.0%-3.0pp |
| Annual return | 24.74% | 345.73%-321.0pp | 245.64%-220.9pp | 302.91%-278.2pp |
| Employer contribution / active EE | $0 | $3,170-100.0% | $2,586-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $13,235 | $4,599+187.8% | $3,890+240.2% | $5,983+121.2% |
| Admin fee / account holder | $9,557 | $6,154+55.3% | $4,882+95.8% | $11,248-15.0% |