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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 | $41,774 | $84,713-50.7% | $75,717-44.8% | $167,518-75.1% |
| Participation rate | 78.9% | 77.8%+1.1pp | 74.8%+4.1pp | 82.1%-3.2pp |
| Annual return | 13.28% | 199.49%-186.2pp | 104.58%-91.3pp | 478.71%-465.4pp |
| Employer contribution / active EE | $0 | $3,229-100.0% | $2,743-100.0% | $4,838-100.0% |
| Participant deferral / active EE | $1,238 | $4,578-72.9% | $3,821-67.6% | $6,342-80.5% |
| Admin fee / account holder | $1,335 | $5,357-75.1% | $3,619-63.1% | $12,312-89.2% |