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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 | $30,319 | $67,372-55.0% | $60,906-50.2% | $134,532-77.5% |
| Participation rate | 83.3% | 76.2%+7.2pp | 73.1%+10.2pp | 81.2%+2.1pp |
| Annual return | 41.74% | 50.05%-8.3pp | 16.94%+24.8pp | 418.27%-376.5pp |
| Employer contribution / active EE | $0 | $3,099-100.0% | $2,703-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $2,123 | $4,532-53.2% | $3,814-44.3% | $6,401-66.8% |
| Admin fee / account holder | $5,190 | $4,588+13.1% | $3,227+60.8% | $11,429-54.6% |