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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 | $56,116-29.9% | $135,768-71.0% | $86,983-54.8% |
| Participation rate | 98.9% | 60.1%+38.8pp | 71.1%+27.8pp | 69.5%+29.4pp |
| Annual return | 14.67% | 125.33%-110.7pp | 526.10%-511.4pp | 25.83%-11.2pp |
| Employer contribution / active EE | $0 | $1,528-100.0% | $3,394-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $4,248 | $2,690+57.9% | $3,977+6.8% | $4,194+1.3% |
| Admin fee / account holder | $1,893 | $4,314-56.1% | $7,048-73.1% | $7,856-75.9% |