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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 | $51,189 | $68,097-24.8% | $62,929-18.7% | $137,256-62.7% |
| Participation rate | 81.0% | 77.4%+3.5pp | 73.1%+7.8pp | 80.0%+1.0pp |
| Annual return | 13.36% | 1859.11%-1845.8pp | 1063.93%-1050.6pp | 220.34%-207.0pp |
| Employer contribution / active EE | $0 | $2,811-100.0% | $2,505-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $3,255 | $4,553-28.5% | $3,888-16.3% | $6,407-49.2% |
| Admin fee / account holder | $756 | $6,521-88.4% | $5,065-85.1% | $12,270-93.8% |