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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 | $32,281 | $73,546-56.1% | $63,018-48.8% | $147,586-78.1% |
| Participation rate | 85.7% | 77.9%+7.8pp | 74.8%+10.9pp | 82.8%+2.9pp |
| Annual return | 11.69% | 175.56%-163.9pp | 87.62%-75.9pp | 578.59%-566.9pp |
| Employer contribution / active EE | $0 | $3,324-100.0% | $2,761-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $758 | $4,185-81.9% | $3,330-77.2% | $5,439-86.1% |
| Admin fee / account holder | $5,787 | $5,956-2.8% | $3,601+60.7% | $10,886-46.8% |