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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 | $21,338 | $73,518-71.0% | $63,003-66.1% | $147,585-85.5% |
| Participation rate | 83.3% | 77.9%+5.5pp | 74.8%+8.5pp | 82.8%+0.5pp |
| Annual return | 10.77% | 175.46%-164.7pp | 87.59%-76.8pp | 578.56%-567.8pp |
| Employer contribution / active EE | $1,564 | $3,322-52.9% | $2,760-43.3% | $4,876-67.9% |
| Participant deferral / active EE | $0 | $4,183-100.0% | $3,329-100.0% | $5,439-100.0% |
| Admin fee / account holder | $489 | $5,952-91.8% | $3,600-86.4% | $10,885-95.5% |