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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 | $47,786 | $81,696-41.5% | $70,494-32.2% | $158,982-69.9% |
| Participation rate | 87.5% | 77.7%+9.8pp | 75.1%+12.4pp | 82.0%+5.5pp |
| Annual return | 14.62% | 208.70%-194.1pp | 109.16%-94.5pp | 302.99%-288.4pp |
| Employer contribution / active EE | $0 | $3,220-100.0% | $2,738-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $1,571 | $4,558-65.5% | $3,711-57.7% | $5,983-73.8% |
| Admin fee / account holder | $1,130 | $6,200-81.8% | $3,848-70.6% | $11,252-90.0% |