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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 | $15,320 | $85,171-82.0% | $172,753-91.1% | $72,976-79.0% |
| Participation rate | 70.6% | 70.1%+0.5pp | 82.6%-12.1pp | 69.5%+1.1pp |
| Annual return | 16.56% | 27.32%-10.8pp | 803.00%-786.4pp | 81.02%-64.5pp |
| Employer contribution / active EE | $0 | $3,324-100.0% | $5,144-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $1,704 | $3,260-47.7% | $5,198-67.2% | $3,608-52.8% |
| Admin fee / account holder | $1,039 | $5,880-82.3% | $13,956-92.6% | $5,124-79.7% |