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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 | $34,425 | $68,097-49.4% | $62,929-45.3% | $137,256-74.9% |
| Participation rate | 89.5% | 77.4%+12.0pp | 73.1%+16.4pp | 80.0%+9.5pp |
| Annual return | 14.37% | 1859.11%-1844.7pp | 1063.93%-1049.6pp | 220.34%-206.0pp |
| Employer contribution / active EE | $0 | $2,811-100.0% | $2,505-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $1,866 | $4,553-59.0% | $3,888-52.0% | $6,407-70.9% |
| Admin fee / account holder | $3,125 | $6,521-52.1% | $5,065-38.3% | $12,270-74.5% |