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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 | $23,472 | $84,685-72.3% | $73,836-68.2% | $125,389-81.3% |
| Participation rate | 70.0% | 76.8%-6.8pp | 73.4%-3.4pp | 83.2%-13.2pp |
| Annual return | 3.70% | 3123.80%-3120.1pp | 2268.06%-2264.4pp | 282.24%-278.5pp |
| Employer contribution / active EE | $895 | $3,123-71.4% | $2,787-67.9% | $4,866-81.6% |
| Participant deferral / active EE | $2,356 | $3,993-41.0% | $3,583-34.2% | $5,352-56.0% |
| Admin fee / account holder | $27,737 | $5,694+387.1% | $4,882+468.2% | $9,541+190.7% |