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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 | $46,776 | $49,199-4.9% | $121,210-61.4% | $75,177-37.8% |
| Participation rate | 87.5% | 55.4%+32.1pp | 69.5%+18.0pp | 67.2%+20.3pp |
| Annual return | 15.14% | 56.04%-40.9pp | 987.41%-972.3pp | 160.75%-145.6pp |
| Employer contribution / active EE | $0 | $1,547-100.0% | $4,171-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $2,150 | $2,630-18.2% | $4,084-47.3% | $4,126-47.9% |
| Admin fee / account holder | $2,693 | $3,946-31.8% | $5,647-52.3% | $5,651-52.4% |