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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 | $73,421-55.5% | $66,439-50.9% | $155,188-79.0% |
| Participation rate | 94.1% | 79.7%+14.4pp | 74.5%+19.6pp | 80.8%+13.3pp |
| Annual return | 12.40% | 1382.37%-1370.0pp | 757.66%-745.3pp | 148.84%-136.4pp |
| Employer contribution / active EE | $1,731 | $3,039-43.0% | $2,637-34.4% | $4,248-59.3% |
| Participant deferral / active EE | $0 | $4,680-100.0% | $3,876-100.0% | $6,531-100.0% |
| Admin fee / account holder | $2,940 | $8,856-66.8% | $6,173-52.4% | $14,480-79.7% |