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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 | $56,864 | $84,741-32.9% | $75,731-24.9% | $167,553-66.1% |
| Participation rate | 85.7% | 77.8%+7.9pp | 74.8%+10.9pp | 82.1%+3.6pp |
| Annual return | 15.99% | 199.72%-183.7pp | 104.65%-88.7pp | 478.89%-462.9pp |
| Employer contribution / active EE | $0 | $3,230-100.0% | $2,743-100.0% | $4,840-100.0% |
| Participant deferral / active EE | $1,886 | $4,577-58.8% | $3,820-50.6% | $6,343-70.3% |
| Admin fee / account holder | $14,225 | $5,361+165.4% | $3,620+293.0% | $12,316+15.5% |