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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 | $29,408 | $64,729-54.6% | $112,263-73.8% | $68,490-57.1% |
| Participation rate | 97.1% | 67.2%+30.0pp | 75.1%+22.1pp | 67.9%+29.2pp |
| Annual return | 386.50% | -11.40%+397.9pp | 27.49%+359.0pp | -7.85%+394.4pp |
| Employer contribution / active EE | $5,809 | $2,746+111.5% | $3,636+59.7% | $2,597+123.7% |
| Participant deferral / active EE | $0 | $3,566-100.0% | $4,729-100.0% | $4,028-100.0% |
| Admin fee / account holder | $1,113 | $5,222-78.7% | $6,410-82.6% | $5,403-79.4% |