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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 | $26,763 | $110,801-75.8% | $86,615-69.1% | $167,536-84.0% |
| Participation rate | 92.3% | 75.8%+16.5pp | 71.6%+20.7pp | 82.1%+10.2pp |
| Annual return | 12.75% | 116.96%-104.2pp | 63.51%-50.8pp | 478.82%-466.1pp |
| Employer contribution / active EE | $1,596 | $3,245-50.8% | $2,496-36.0% | $4,839-67.0% |
| Participant deferral / active EE | $2,114 | $4,547-53.5% | $3,699-42.9% | $6,342-66.7% |
| Admin fee / account holder | $2,186 | $8,417-74.0% | $5,830-62.5% | $12,315-82.2% |