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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 | $19,591 | $176,402-88.9% | $134,162-85.4% | $158,982-87.7% |
| Participation rate | 83.3% | 78.7%+4.6pp | 72.2%+11.1pp | 82.0%+1.4pp |
| Annual return | 19.45% | 63.66%-44.2pp | 36.35%-16.9pp | 302.99%-283.5pp |
| Employer contribution / active EE | $0 | $5,042-100.0% | $3,705-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $207 | $4,093-94.9% | $3,500-94.1% | $5,983-96.5% |
| Admin fee / account holder | $469 | $8,719-94.6% | $6,685-93.0% | $11,252-95.8% |