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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 | $17,984 | $68,097-73.6% | $62,929-71.4% | $137,256-86.9% |
| Participation rate | 72.2% | 77.4%-5.2pp | 73.1%-0.9pp | 80.0%-7.7pp |
| Annual return | 14.72% | 1859.11%-1844.4pp | 1063.93%-1049.2pp | 220.34%-205.6pp |
| Employer contribution / active EE | $0 | $2,811-100.0% | $2,505-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $1,666 | $4,553-63.4% | $3,888-57.2% | $6,407-74.0% |
| Admin fee / account holder | $1,105 | $6,521-83.1% | $5,065-78.2% | $12,270-91.0% |