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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 | $53,720 | $65,555-18.1% | $86,216-37.7% | $75,173-28.5% |
| Participation rate | 71.4% | 60.5%+10.9pp | 69.0%+2.5pp | 67.2%+4.2pp |
| Annual return | 27.21% | 46.07%-18.9pp | 1169.42%-1142.2pp | 160.72%-133.5pp |
| Employer contribution / active EE | $0 | $1,553-100.0% | $2,382-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $1,715 | $3,023-43.3% | $3,986-57.0% | $4,126-58.4% |
| Admin fee / account holder | $4,953 | $5,469-9.4% | $6,853-27.7% | $5,651-12.3% |