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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 | $57,079 | $68,394-16.5% | $94,672-39.7% | $75,177-24.1% |
| Participation rate | 83.8% | 76.1%+7.7pp | 80.8%+2.9pp | 67.2%+16.6pp |
| Annual return | 18.73% | 616.92%-598.2pp | 156.89%-138.2pp | 160.75%-142.0pp |
| Employer contribution / active EE | $0 | $2,701-100.0% | $3,673-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $3,675 | $6,536-43.8% | $7,417-50.5% | $4,126-10.9% |
| Admin fee / account holder | $1,258 | $5,326-76.4% | $7,222-82.6% | $5,651-77.7% |