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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 | $24,493 | $84,708-71.1% | $75,714-67.7% | $167,536-85.4% |
| Participation rate | 94.7% | 77.8%+16.9pp | 74.8%+19.9pp | 82.1%+12.6pp |
| Annual return | 13.81% | 199.62%-185.8pp | 104.62%-90.8pp | 478.82%-465.0pp |
| Employer contribution / active EE | $1,380 | $3,231-57.3% | $2,744-49.7% | $4,839-71.5% |
| Participant deferral / active EE | $0 | $4,577-100.0% | $3,820-100.0% | $6,342-100.0% |
| Admin fee / account holder | $1,542 | $5,358-71.2% | $3,619-57.4% | $12,315-87.5% |