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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 | $41,056 | $65,440-37.3% | $98,506-58.3% | $85,851-52.2% |
| Participation rate | 84.4% | 65.0%+19.4pp | 73.3%+11.1pp | 69.3%+15.1pp |
| Annual return | 13.42% | 21.75%-8.3pp | 1494.92%-1481.5pp | 318.63%-305.2pp |
| Employer contribution / active EE | $0 | $2,169-100.0% | $2,961-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $1,502 | $3,168-52.6% | $4,277-64.9% | $3,952-62.0% |
| Admin fee / account holder | $2,336 | $4,596-49.2% | $5,955-60.8% | $6,261-62.7% |