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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 | $22,120 | $73,518-69.9% | $63,005-64.9% | $147,585-85.0% |
| Participation rate | 75.0% | 77.9%-2.9pp | 74.8%+0.2pp | 82.8%-7.8pp |
| Annual return | 17.89% | 175.46%-157.6pp | 87.59%-69.7pp | 578.58%-560.7pp |
| Employer contribution / active EE | $0 | $3,322-100.0% | $2,760-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $1,033 | $4,183-75.3% | $3,329-69.0% | $5,439-81.0% |
| Admin fee / account holder | $459 | $5,952-92.3% | $3,599-87.2% | $10,886-95.8% |