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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 | $24,417 | $154,754-84.2% | $124,206-80.3% | $138,895-82.4% |
| Participation rate | 85.7% | 75.5%+10.2pp | 69.6%+16.1pp | 79.9%+5.8pp |
| Annual return | 10.19% | 709.28%-699.1pp | 515.27%-505.1pp | 145.39%-135.2pp |
| Employer contribution / active EE | $3,471 | $4,446-21.9% | $3,540-1.9% | $4,194-17.2% |
| Participant deferral / active EE | $0 | $4,621-100.0% | $3,968-100.0% | $6,396-100.0% |
| Admin fee / account holder | $5,858 | $6,690-12.4% | $5,929-1.2% | $12,562-53.4% |