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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 | $24,259 | $96,123-74.8% | $77,361-68.6% | $198,609-87.8% |
| Participation rate | 72.7% | 81.1%-8.4pp | 75.0%-2.2pp | 82.4%-9.7pp |
| Annual return | 13.05% | 2054.81%-2041.8pp | 1011.54%-998.5pp | 202.70%-189.6pp |
| Employer contribution / active EE | $1,885 | $3,791-50.3% | $2,990-37.0% | $5,055-62.7% |
| Participant deferral / active EE | $2,495 | $4,975-49.8% | $3,911-36.2% | $6,977-64.2% |
| Admin fee / account holder | $4,549 | $9,471-52.0% | $5,894-22.8% | $19,030-76.1% |