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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 | $18,980 | $84,713-77.6% | $75,717-74.9% | $167,518-88.7% |
| Participation rate | 95.0% | 77.8%+17.2pp | 74.8%+20.2pp | 82.1%+12.9pp |
| Annual return | 21.83% | 199.49%-177.7pp | 104.58%-82.8pp | 478.71%-456.9pp |
| Employer contribution / active EE | $0 | $3,229-100.0% | $2,743-100.0% | $4,838-100.0% |
| Participant deferral / active EE | $2,674 | $4,578-41.6% | $3,821-30.0% | $6,342-57.8% |
| Admin fee / account holder | $7,996 | $5,357+49.3% | $3,619+120.9% | $12,312-35.1% |