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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 | $5,933 | $109,967-94.6% | $97,197-93.9% | $145,877-95.9% |
| Participation rate | 76.9% | 76.0%+1.0pp | 72.7%+4.2pp | 80.3%-3.4pp |
| Annual return | 21.51% | 244.27%-222.8pp | 75.47%-54.0pp | 551.28%-529.8pp |
| Employer contribution / active EE | $0 | $3,077-100.0% | $2,723-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $3,567 | $4,676-23.7% | $4,263-16.3% | $6,691-46.7% |
| Admin fee / account holder | $969 | $6,199-84.4% | $5,637-82.8% | $13,402-92.8% |