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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 | $16,094 | $49,164-67.3% | $121,169-86.7% | $75,181-78.6% |
| Participation rate | 92.0% | 55.4%+36.6pp | 69.5%+22.5pp | 67.2%+24.8pp |
| Annual return | 14.64% | 56.03%-41.4pp | 986.71%-972.1pp | 160.69%-146.0pp |
| Employer contribution / active EE | $1,969 | $1,546+27.3% | $4,168-52.8% | $2,671-26.3% |
| Participant deferral / active EE | $0 | $2,628-100.0% | $4,083-100.0% | $4,126-100.0% |
| Admin fee / account holder | $764 | $3,942-80.6% | $5,645-86.5% | $5,650-86.5% |