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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 | $26,570 | $49,199-46.0% | $121,204-78.1% | $75,173-64.7% |
| Participation rate | 89.7% | 55.4%+34.2pp | 69.5%+20.1pp | 67.2%+22.5pp |
| Annual return | 15.29% | 56.04%-40.8pp | 987.18%-971.9pp | 160.72%-145.4pp |
| Employer contribution / active EE | $2,962 | $1,547+91.4% | $4,170-29.0% | $2,671+10.9% |
| Participant deferral / active EE | $0 | $2,630-100.0% | $4,083-100.0% | $4,126-100.0% |
| Admin fee / account holder | $1,636 | $3,946-58.5% | $5,651-71.1% | $5,651-71.0% |