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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 | $82,603 | $112,121-26.3% | $95,960-13.9% | $158,966-48.0% |
| Participation rate | 84.6% | 79.0%+5.6pp | 77.1%+7.5pp | 82.0%+2.7pp |
| Annual return | 7.33% | 171.16%-163.8pp | 91.63%-84.3pp | 302.95%-295.6pp |
| Employer contribution / active EE | $0 | $3,199-100.0% | $2,541-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $1,800 | $4,784-62.4% | $4,167-56.8% | $5,983-69.9% |
| Admin fee / account holder | $5,123 | $10,135-49.5% | $6,797-24.6% | $11,250-54.5% |