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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 | $20,116 | $103,008-80.5% | $90,304-77.7% | $152,897-86.8% |
| Participation rate | 71.4% | 75.9%-4.4pp | 73.3%-1.8pp | 82.5%-11.0pp |
| Annual return | 17.92% | 95.22%-77.3pp | 78.13%-60.2pp | 345.43%-327.5pp |
| Employer contribution / active EE | $0 | $3,139-100.0% | $2,855-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $6,326 | $4,281+47.8% | $3,885+62.8% | $5,851+8.1% |
| Admin fee / account holder | $6,994 | $6,175+13.3% | $5,354+30.6% | $11,599-39.7% |