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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 | $24,623 | $84,741-70.9% | $75,731-67.5% | $167,553-85.3% |
| Participation rate | 75.0% | 77.8%-2.8pp | 74.8%+0.2pp | 82.1%-7.1pp |
| Annual return | 12.62% | 199.72%-187.1pp | 104.65%-92.0pp | 478.89%-466.3pp |
| Employer contribution / active EE | $0 | $3,230-100.0% | $2,743-100.0% | $4,840-100.0% |
| Participant deferral / active EE | $2,560 | $4,577-44.1% | $3,820-33.0% | $6,343-59.6% |
| Admin fee / account holder | $1,898 | $5,361-64.6% | $3,620-47.6% | $12,316-84.6% |