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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 | $24,521 | $58,258-57.9% | $81,820-70.0% | $80,925-69.7% |
| Participation rate | 81.5% | 63.5%+18.1pp | 72.4%+9.2pp | 67.7%+13.9pp |
| Annual return | 13.29% | 41.76%-28.5pp | 777.93%-764.6pp | 35.65%-22.4pp |
| Employer contribution / active EE | $3,304 | $2,345+40.9% | $2,915+13.3% | $2,756+19.9% |
| Participant deferral / active EE | $0 | $3,284-100.0% | $4,323-100.0% | $4,299-100.0% |
| Admin fee / account holder | $1,610 | $4,976-67.6% | $7,391-78.2% | $6,940-76.8% |