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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 | $36,037 | $73,421-50.9% | $66,439-45.8% | $155,188-76.8% |
| Participation rate | 71.4% | 79.7%-8.3pp | 74.5%-3.1pp | 80.8%-9.4pp |
| Annual return | 18.91% | 1382.37%-1363.5pp | 757.66%-738.8pp | 148.84%-129.9pp |
| Employer contribution / active EE | $0 | $3,039-100.0% | $2,637-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $5,957 | $4,680+27.3% | $3,876+53.7% | $6,531-8.8% |
| Admin fee / account holder | $1,962 | $8,856-77.8% | $6,173-68.2% | $14,480-86.4% |