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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 | $9,047 | $100,203-91.0% | $85,240-89.4% | $145,897-93.8% |
| Participation rate | 81.3% | 74.1%+7.1pp | 67.5%+13.7pp | 80.3%+0.9pp |
| Annual return | 11.80% | 84.28%-72.5pp | 66.75%-55.0pp | 552.29%-540.5pp |
| Employer contribution / active EE | $0 | $3,242-100.0% | $2,735-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $2,099 | $5,299-60.4% | $4,527-53.6% | $6,689-68.6% |
| Admin fee / account holder | $2,484 | $7,265-65.8% | $6,165-59.7% | $13,390-81.5% |