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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 | $18,158 | $53,127-65.8% | $86,587-79.0% | $70,131-74.1% |
| Participation rate | 81.8% | 65.3%+16.5pp | 73.5%+8.3pp | 69.5%+12.3pp |
| Annual return | 637.26% | 27.66%+609.6pp | 964.86%-327.6pp | 73.14%+564.1pp |
| Employer contribution / active EE | $2,156 | $2,068+4.2% | $2,839-24.1% | $2,342-8.0% |
| Participant deferral / active EE | $0 | $2,696-100.0% | $3,609-100.0% | $3,332-100.0% |
| Admin fee / account holder | $2,004 | $3,585-44.1% | $4,906-59.1% | $4,645-56.9% |