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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 | $40,229 | $95,979-58.1% | $74,551-46.0% | $135,380-70.3% |
| Participation rate | 88.9% | 75.7%+13.2pp | 69.1%+19.7pp | 82.6%+6.2pp |
| Annual return | 9.63% | 56.97%-47.3pp | 32.53%-22.9pp | 519.81%-510.2pp |
| Employer contribution / active EE | $833 | $2,716-69.3% | $1,961-57.5% | $4,779-82.6% |
| Participant deferral / active EE | $0 | $3,844-100.0% | $3,108-100.0% | $5,609-100.0% |
| Admin fee / account holder | $3,690 | $6,522-43.4% | $5,059-27.1% | $10,828-65.9% |