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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 | $49,164-46.0% | $121,169-78.1% | $75,181-64.7% |
| Participation rate | 89.7% | 55.4%+34.2pp | 69.5%+20.1pp | 67.2%+22.5pp |
| Annual return | 15.29% | 56.03%-40.7pp | 986.71%-971.4pp | 160.69%-145.4pp |
| Employer contribution / active EE | $2,962 | $1,546+91.6% | $4,168-28.9% | $2,671+10.9% |
| Participant deferral / active EE | $0 | $2,628-100.0% | $4,083-100.0% | $4,126-100.0% |
| Admin fee / account holder | $1,636 | $3,942-58.5% | $5,645-71.0% | $5,650-71.0% |