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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 | $28,578 | $52,353-45.4% | $120,225-76.2% | $82,448-65.3% |
| Participation rate | 93.1% | 58.3%+34.8pp | 69.6%+23.5pp | 68.1%+25.0pp |
| Annual return | 13.36% | 61.85%-48.5pp | 439.23%-425.9pp | 41.64%-28.3pp |
| Employer contribution / active EE | $3,146 | $1,510+108.3% | $3,475-9.5% | $2,551+23.3% |
| Participant deferral / active EE | $0 | $2,627-100.0% | $3,999-100.0% | $4,139-100.0% |
| Admin fee / account holder | $1,485 | $4,363-66.0% | $5,696-73.9% | $7,234-79.5% |