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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 | $78,536 | $96,691-18.8% | $86,656-9.4% | $139,487-43.7% |
| Participation rate | 73.7% | 74.4%-0.7pp | 71.7%+2.0pp | 80.3%-6.7pp |
| Annual return | 16.19% | 106.87%-90.7pp | 593.09%-576.9pp | 373.84%-357.7pp |
| Employer contribution / active EE | $0 | $3,267-100.0% | $3,025-100.0% | $4,755-100.0% |
| Participant deferral / active EE | $3,893 | $4,838-19.5% | $4,439-12.3% | $6,713-42.0% |
| Admin fee / account holder | $2,732 | $6,414-57.4% | $5,619-51.4% | $11,407-76.1% |