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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 | $32,643 | $96,123-66.0% | $77,361-57.8% | $198,609-83.6% |
| Participation rate | 94.1% | 81.1%+13.0pp | 75.0%+19.1pp | 82.4%+11.7pp |
| Annual return | 12.40% | 2054.81%-2042.4pp | 1011.54%-999.1pp | 202.70%-190.3pp |
| Employer contribution / active EE | $1,731 | $3,791-54.3% | $2,990-42.1% | $5,055-65.8% |
| Participant deferral / active EE | $0 | $4,975-100.0% | $3,911-100.0% | $6,977-100.0% |
| Admin fee / account holder | $2,940 | $9,471-69.0% | $5,894-50.1% | $19,030-84.6% |