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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 | $109,904-94.6% | $97,167-93.9% | $145,959-95.9% |
| Participation rate | 76.9% | 75.9%+1.0pp | 72.7%+4.2pp | 80.3%-3.4pp |
| Annual return | 21.51% | 243.43%-221.9pp | 75.27%-53.8pp | 561.95%-540.4pp |
| Employer contribution / active EE | $0 | $3,084-100.0% | $2,729-100.0% | $4,661-100.0% |
| Participant deferral / active EE | $3,567 | $4,676-23.7% | $4,264-16.3% | $6,689-46.7% |
| Admin fee / account holder | $969 | $6,216-84.4% | $5,650-82.8% | $13,398-92.8% |