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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 | $78,406 | $102,382-23.4% | $147,005-46.7% | $80,874-3.1% |
| Participation rate | 96.1% | 75.8%+20.2pp | 82.2%+13.9pp | 67.6%+28.4pp |
| Annual return | 17.23% | 134.89%-117.7pp | 418.76%-401.5pp | 35.62%-18.4pp |
| Employer contribution / active EE | $0 | $3,715-100.0% | $4,934-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $11,203 | $6,646+68.6% | $8,070+38.8% | $4,297+160.7% |
| Admin fee / account holder | $9,503 | $7,942+19.6% | $13,006-26.9% | $6,935+37.0% |