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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 | $76,368-57.3% | $67,681-51.8% | $154,746-78.9% |
| Participation rate | 94.1% | 79.0%+15.2pp | 73.7%+20.4pp | 80.7%+13.4pp |
| Annual return | 12.40% | 1066.77%-1054.4pp | 590.58%-578.2pp | 172.34%-159.9pp |
| Employer contribution / active EE | $1,731 | $3,151-45.1% | $2,678-35.4% | $4,379-60.5% |
| Participant deferral / active EE | $0 | $4,824-100.0% | $3,976-100.0% | $6,730-100.0% |
| Admin fee / account holder | $2,940 | $8,559-65.7% | $6,100-51.8% | $14,365-79.5% |