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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 | $17,755 | $49,199-63.9% | $121,210-85.4% | $75,177-76.4% |
| Participation rate | 97.6% | 55.4%+42.2pp | 69.5%+28.0pp | 67.2%+30.4pp |
| Annual return | 33.91% | 56.04%-22.1pp | 987.41%-953.5pp | 160.75%-126.8pp |
| Employer contribution / active EE | $996 | $1,547-35.6% | $4,171-76.1% | $2,671-62.7% |
| Participant deferral / active EE | $0 | $2,630-100.0% | $4,084-100.0% | $4,126-100.0% |
| Admin fee / account holder | $1,196 | $3,946-69.7% | $5,647-78.8% | $5,651-78.8% |