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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 | $11,525 | $81,696-85.9% | $70,494-83.7% | $158,982-92.8% |
| Participation rate | 93.8% | 77.7%+16.0pp | 75.1%+18.7pp | 82.0%+11.8pp |
| Annual return | 4.47% | 208.70%-204.2pp | 109.16%-104.7pp | 302.99%-298.5pp |
| Employer contribution / active EE | $550 | $3,220-82.9% | $2,738-79.9% | $4,763-88.5% |
| Participant deferral / active EE | $0 | $4,558-100.0% | $3,711-100.0% | $5,983-100.0% |
| Admin fee / account holder | $737 | $6,200-88.1% | $3,848-80.8% | $11,252-93.4% |