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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 | $65,110 | $102,393-36.4% | $147,041-55.7% | $80,911-19.5% |
| Participation rate | 95.1% | 75.9%+19.3pp | 82.2%+13.0pp | 67.6%+27.5pp |
| Annual return | 16.74% | 134.95%-118.2pp | 419.21%-402.5pp | 35.63%-18.9pp |
| Employer contribution / active EE | $0 | $3,715-100.0% | $4,935-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $18,391 | $6,647+176.7% | $8,071+127.9% | $4,297+328.0% |
| Admin fee / account holder | $1,606 | $7,943-79.8% | $13,006-87.7% | $6,935-76.8% |