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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 | $15,951 | $90,691-82.4% | $76,119-79.0% | $145,884-89.1% |
| Participation rate | 81.3% | 74.5%+6.8pp | 69.1%+12.2pp | 80.3%+0.9pp |
| Annual return | 13.26% | 624.52%-611.3pp | 361.25%-348.0pp | 551.85%-538.6pp |
| Employer contribution / active EE | $0 | $3,329-100.0% | $2,693-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $4,767 | $5,167-7.8% | $4,259+11.9% | $6,690-28.7% |
| Admin fee / account holder | $11,821 | $8,383+41.0% | $6,421+84.1% | $13,392-11.7% |