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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 | $30,489 | $73,546-58.5% | $63,018-51.6% | $147,586-79.3% |
| Participation rate | 75.0% | 77.9%-2.9pp | 74.8%+0.2pp | 82.8%-7.8pp |
| Annual return | 13.20% | 175.56%-162.4pp | 87.62%-74.4pp | 578.59%-565.4pp |
| Employer contribution / active EE | $1,371 | $3,324-58.8% | $2,761-50.3% | $4,876-71.9% |
| Participant deferral / active EE | $1,371 | $4,185-67.2% | $3,330-58.8% | $5,439-74.8% |
| Admin fee / account holder | $11,920 | $5,956+100.1% | $3,601+231.0% | $10,886+9.5% |