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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 | $59,865 | $84,708-29.3% | $75,714-20.9% | $167,536-64.3% |
| Participation rate | 86.7% | 77.8%+8.8pp | 74.8%+11.8pp | 82.1%+4.6pp |
| Annual return | 11.21% | 199.62%-188.4pp | 104.62%-93.4pp | 478.82%-467.6pp |
| Employer contribution / active EE | $0 | $3,231-100.0% | $2,744-100.0% | $4,839-100.0% |
| Participant deferral / active EE | $1,974 | $4,577-56.9% | $3,820-48.3% | $6,342-68.9% |
| Admin fee / account holder | $4,261 | $5,358-20.5% | $3,619+17.7% | $12,315-65.4% |