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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 | $39,993 | $96,691-58.6% | $86,656-53.8% | $139,487-71.3% |
| Participation rate | 72.7% | 74.4%-1.7pp | 71.7%+1.0pp | 80.3%-7.6pp |
| Annual return | 23.18% | 106.87%-83.7pp | 593.09%-569.9pp | 373.84%-350.7pp |
| Employer contribution / active EE | $0 | $3,267-100.0% | $3,025-100.0% | $4,755-100.0% |
| Participant deferral / active EE | $3,144 | $4,838-35.0% | $4,439-29.2% | $6,713-53.2% |
| Admin fee / account holder | $3,935 | $6,414-38.7% | $5,619-30.0% | $11,407-65.5% |