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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 | $13,145 | $73,518-82.1% | $63,005-79.1% | $147,585-91.1% |
| Participation rate | 81.8% | 77.9%+3.9pp | 74.8%+7.0pp | 82.8%-1.0pp |
| Annual return | 15.46% | 175.46%-160.0pp | 87.59%-72.1pp | 578.58%-563.1pp |
| Employer contribution / active EE | $0 | $3,322-100.0% | $2,760-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $2,068 | $4,183-50.6% | $3,329-37.9% | $5,439-62.0% |
| Admin fee / account holder | $1,955 | $5,952-67.2% | $3,599-45.7% | $10,886-82.0% |