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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 | $7,197 | $88,778-91.9% | $81,844-91.2% | $145,884-95.1% |
| Participation rate | 85.7% | 75.1%+10.6pp | 72.4%+13.3pp | 80.3%+5.4pp |
| Annual return | 11.87% | 1033.03%-1021.2pp | 778.87%-767.0pp | 551.85%-540.0pp |
| Employer contribution / active EE | $0 | $3,087-100.0% | $2,916-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $1,065 | $4,648-77.1% | $4,323-75.4% | $6,690-84.1% |
| Admin fee / account holder | $3,893 | $8,430-53.8% | $7,355-47.1% | $13,392-70.9% |