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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 | $46,465 | $81,696-43.1% | $70,494-34.1% | $158,982-70.8% |
| Participation rate | 90.9% | 77.7%+13.2pp | 75.1%+15.9pp | 82.0%+8.9pp |
| Annual return | 20.75% | 208.70%-187.9pp | 109.16%-88.4pp | 302.99%-282.2pp |
| Employer contribution / active EE | $0 | $3,220-100.0% | $2,738-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $4,113 | $4,558-9.8% | $3,711+10.8% | $5,983-31.3% |
| Admin fee / account holder | $436 | $6,200-93.0% | $3,848-88.7% | $11,252-96.1% |