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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 | $100,938-81.5% | $90,461-79.4% | $158,982-88.3% |
| Participation rate | 75.0% | 75.0%0pp | 72.7%+2.3pp | 82.0%-7.0pp |
| Annual return | 9.81% | 1727.20%-1717.4pp | 1294.76%-1285.0pp | 302.99%-293.2pp |
| Employer contribution / active EE | $1,464 | $3,691-60.3% | $3,264-55.1% | $4,763-69.3% |
| Participant deferral / active EE | $0 | $4,350-100.0% | $3,964-100.0% | $5,983-100.0% |
| Admin fee / account holder | $10,776 | $6,510+65.5% | $5,617+91.9% | $11,252-4.2% |