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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 | $53,063-46.1% | $124,206-77.0% | $82,637-65.4% |
| Participation rate | 93.1% | 58.4%+34.7pp | 69.6%+23.5pp | 68.1%+25.0pp |
| Annual return | 13.36% | 68.87%-55.5pp | 515.27%-501.9pp | 53.51%-40.1pp |
| Employer contribution / active EE | $3,146 | $1,530+105.6% | $3,540-11.1% | $2,552+23.3% |
| Participant deferral / active EE | $0 | $2,644-100.0% | $3,968-100.0% | $4,126-100.0% |
| Admin fee / account holder | $1,485 | $4,281-65.3% | $5,929-74.9% | $7,339-79.8% |