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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 | $48,952 | $57,305-14.6% | $86,640-43.5% | $75,173-34.9% |
| Participation rate | 79.4% | 63.2%+16.2pp | 71.7%+7.7pp | 67.2%+12.2pp |
| Annual return | 18.83% | 2674.24%-2655.4pp | 592.52%-573.7pp | 160.72%-141.9pp |
| Employer contribution / active EE | $0 | $2,316-100.0% | $3,024-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $3,614 | $3,320+8.9% | $4,438-18.6% | $4,126-12.4% |
| Admin fee / account holder | $1,965 | $4,116-52.3% | $5,616-65.0% | $5,651-65.2% |