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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 | $15,742 | $73,518-78.6% | $63,003-75.0% | $147,585-89.3% |
| Participation rate | 75.0% | 77.9%-2.9pp | 74.8%+0.2pp | 82.8%-7.8pp |
| Annual return | 109.59% | 175.46%-65.9pp | 87.59%+22.0pp | 578.57%-469.0pp |
| Employer contribution / active EE | $0 | $3,322-100.0% | $2,760-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $2,781 | $4,183-33.5% | $3,329-16.5% | $5,439-48.9% |
| Admin fee / account holder | $507 | $5,952-91.5% | $3,600-85.9% | $10,885-95.3% |