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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 | $27,180 | $175,231-84.5% | $149,696-81.8% | $139,466-80.5% |
| Participation rate | 76.5% | 83.4%-6.9pp | 78.8%-2.3pp | 80.3%-3.9pp |
| Annual return | 11.46% | 166.77%-155.3pp | 134.46%-123.0pp | 373.66%-362.2pp |
| Employer contribution / active EE | $0 | $5,478-100.0% | $4,821-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $3,087 | $6,521-52.7% | $5,682-45.7% | $6,712-54.0% |
| Admin fee / account holder | $1,936 | $16,155-88.0% | $13,212-85.3% | $11,409-83.0% |