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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 | $38,139 | $99,652-61.7% | $78,778-51.6% | $147,586-74.2% |
| Participation rate | 81.8% | 76.2%+5.6pp | 69.2%+12.6pp | 82.8%-1.0pp |
| Annual return | 11.74% | 47.28%-35.5pp | 35.62%-23.9pp | 578.59%-566.9pp |
| Employer contribution / active EE | $682 | $2,796-75.6% | $1,986-65.7% | $4,876-86.0% |
| Participant deferral / active EE | $0 | $3,664-100.0% | $2,958-100.0% | $5,439-100.0% |
| Admin fee / account holder | $2,490 | $7,155-65.2% | $5,134-51.5% | $10,886-77.1% |