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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 | $42,452 | $176,402-75.9% | $134,162-68.4% | $158,982-73.3% |
| Participation rate | 94.4% | 78.7%+15.7pp | 72.2%+22.3pp | 82.0%+12.5pp |
| Annual return | 29.93% | 63.66%-33.7pp | 36.35%-6.4pp | 302.99%-273.1pp |
| Employer contribution / active EE | $0 | $5,042-100.0% | $3,705-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $5,945 | $4,093+45.3% | $3,500+69.9% | $5,983-0.6% |
| Admin fee / account holder | $3,148 | $8,719-63.9% | $6,685-52.9% | $11,252-72.0% |