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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 | $42,682 | $57,330-25.6% | $86,656-50.7% | $75,177-43.2% |
| Participation rate | 86.0% | 63.2%+22.9pp | 71.7%+14.3pp | 67.2%+18.8pp |
| Annual return | 17.15% | 2675.40%-2658.2pp | 593.09%-575.9pp | 160.75%-143.6pp |
| Employer contribution / active EE | $0 | $2,316-100.0% | $3,025-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $1,400 | $3,320-57.8% | $4,439-68.5% | $4,126-66.1% |
| Admin fee / account holder | $3,010 | $4,115-26.8% | $5,619-46.4% | $5,651-46.7% |