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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 | $24,297 | $109,967-77.9% | $97,197-75.0% | $145,877-83.3% |
| Participation rate | 80.0% | 76.0%+4.0pp | 72.7%+7.3pp | 80.3%-0.3pp |
| Annual return | 10.49% | 244.27%-233.8pp | 75.47%-65.0pp | 551.28%-540.8pp |
| Employer contribution / active EE | $0 | $3,077-100.0% | $2,723-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $1,187 | $4,676-74.6% | $4,263-72.1% | $6,691-82.3% |
| Admin fee / account holder | $164,825 | $6,199+2558.9% | $5,637+2823.9% | $13,402+1129.8% |