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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 | $44,302 | $102,382-56.7% | $147,005-69.9% | $80,874-45.2% |
| Participation rate | 82.9% | 75.8%+7.1pp | 82.2%+0.8pp | 67.6%+15.3pp |
| Annual return | 26.72% | 134.89%-108.2pp | 418.76%-392.0pp | 35.62%-8.9pp |
| Employer contribution / active EE | $0 | $3,715-100.0% | $4,934-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $17,238 | $6,646+159.4% | $8,070+113.6% | $4,297+301.2% |
| Admin fee / account holder | $2,325 | $7,942-70.7% | $13,006-82.1% | $6,935-66.5% |