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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 | $39,336 | $53,063-25.9% | $124,206-68.3% | $82,637-52.4% |
| Participation rate | 98.9% | 58.4%+40.5pp | 69.6%+29.3pp | 68.1%+30.9pp |
| Annual return | 14.67% | 68.87%-54.2pp | 515.27%-500.6pp | 53.51%-38.8pp |
| Employer contribution / active EE | $0 | $1,530-100.0% | $3,540-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $4,248 | $2,644+60.6% | $3,968+7.1% | $4,126+2.9% |
| Admin fee / account holder | $1,893 | $4,281-55.8% | $5,929-68.1% | $7,339-74.2% |