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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 | $18,643 | $100,895-81.5% | $90,430-79.4% | $158,950-88.3% |
| Participation rate | 75.0% | 75.0%0pp | 72.7%+2.3pp | 82.0%-7.0pp |
| Annual return | 9.81% | 1725.54%-1715.7pp | 1293.73%-1283.9pp | 302.91%-293.1pp |
| Employer contribution / active EE | $1,464 | $3,689-60.3% | $3,262-55.1% | $4,762-69.3% |
| Participant deferral / active EE | $0 | $4,347-100.0% | $3,963-100.0% | $5,983-100.0% |
| Admin fee / account holder | $10,776 | $6,505+65.7% | $5,613+92.0% | $11,248-4.2% |