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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 | $32,167 | $99,079-67.5% | $78,002-58.8% | $273,972-88.3% |
| Participation rate | 73.3% | 78.6%-5.2pp | 75.5%-2.2pp | 83.0%-9.7pp |
| Annual return | 6.55% | 217.93%-211.4pp | 425.99%-419.4pp | 41.46%-34.9pp |
| Employer contribution / active EE | $0 | $3,308-100.0% | $2,470-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $3,179 | $4,306-26.2% | $3,497-9.1% | $5,287-39.9% |
| Admin fee / account holder | $610 | $8,954-93.2% | $5,481-88.9% | $10,133-94.0% |