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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 | $16,653 | $52,353-68.2% | $120,225-86.1% | $82,448-79.8% |
| Participation rate | 93.2% | 58.3%+34.8pp | 69.6%+23.6pp | 68.1%+25.1pp |
| Annual return | 25.04% | 61.85%-36.8pp | 439.23%-414.2pp | 41.64%-16.6pp |
| Employer contribution / active EE | $0 | $1,510-100.0% | $3,475-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $5,221 | $2,627+98.8% | $3,999+30.6% | $4,139+26.1% |
| Admin fee / account holder | $2,762 | $4,363-36.7% | $5,696-51.5% | $7,234-61.8% |