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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 | $35,950 | $90,607-60.3% | $79,467-54.8% | $135,380-73.4% |
| Participation rate | 70.0% | 76.0%-6.0pp | 73.3%-3.3pp | 82.6%-12.6pp |
| Annual return | 6.13% | 977.74%-971.6pp | 718.30%-712.2pp | 519.81%-513.7pp |
| Employer contribution / active EE | $0 | $3,068-100.0% | $2,800-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $928 | $4,050-77.1% | $3,704-74.9% | $5,609-83.4% |
| Admin fee / account holder | $764 | $5,895-87.0% | $5,104-85.0% | $10,828-92.9% |