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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 | $22,625 | $76,368-70.4% | $67,681-66.6% | $154,746-85.4% |
| Participation rate | 88.9% | 79.0%+9.9pp | 73.7%+15.2pp | 80.7%+8.2pp |
| Annual return | 10.61% | 1066.77%-1056.2pp | 590.58%-580.0pp | 172.34%-161.7pp |
| Employer contribution / active EE | $921 | $3,151-70.8% | $2,678-65.6% | $4,379-79.0% |
| Participant deferral / active EE | $0 | $4,824-100.0% | $3,976-100.0% | $6,730-100.0% |
| Admin fee / account holder | $4,710 | $8,559-45.0% | $6,100-22.8% | $14,365-67.2% |