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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 | $26,437 | $154,209-82.9% | $130,062-79.7% | $139,487-81.0% |
| Participation rate | 80.0% | 82.0%-2.0pp | 78.5%+1.5pp | 80.3%-0.3pp |
| Annual return | 11.68% | 32.52%-20.8pp | -137.37%+149.1pp | 373.84%-362.2pp |
| Employer contribution / active EE | $0 | $5,292-100.0% | $4,322-100.0% | $4,755-100.0% |
| Participant deferral / active EE | $2,536 | $6,709-62.2% | $5,821-56.4% | $6,713-62.2% |
| Admin fee / account holder | $4,828 | $13,988-65.5% | $10,601-54.5% | $11,407-57.7% |