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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 | $41,098 | $65,566-37.3% | $86,235-52.3% | $75,177-45.3% |
| Participation rate | 89.1% | 60.5%+28.6pp | 69.0%+20.1pp | 67.2%+21.9pp |
| Annual return | 12.88% | 46.07%-33.2pp | 1170.03%-1157.1pp | 160.75%-147.9pp |
| Employer contribution / active EE | $1,818 | $1,553+17.1% | $2,381-23.6% | $2,671-31.9% |
| Participant deferral / active EE | $0 | $3,023-100.0% | $3,987-100.0% | $4,126-100.0% |
| Admin fee / account holder | $4,992 | $5,470-8.7% | $6,856-27.2% | $5,651-11.7% |