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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 | $64,861 | $105,200-38.3% | $159,474-59.3% | $85,847-24.4% |
| Participation rate | 94.1% | 75.8%+18.3pp | 82.8%+11.3pp | 69.3%+24.8pp |
| Annual return | 15.55% | 45.08%-29.5pp | 263.68%-248.1pp | 318.61%-303.1pp |
| Employer contribution / active EE | $0 | $3,319-100.0% | $4,831-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $5,489 | $5,946-7.7% | $7,353-25.3% | $3,952+38.9% |
| Admin fee / account holder | $762 | $6,934-89.0% | $10,802-93.0% | $6,261-87.8% |