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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 | $23,051 | $57,352-59.8% | $83,831-72.5% | $64,173-64.1% |
| Participation rate | 93.3% | 68.6%+24.7pp | 76.1%+17.2pp | 69.6%+23.8pp |
| Annual return | 218.18% | 11.38%+206.8pp | 850.99%-632.8pp | 7.63%+210.5pp |
| Employer contribution / active EE | $6,758 | $2,546+165.5% | $3,631+86.1% | $2,381+183.8% |
| Participant deferral / active EE | $0 | $2,993-100.0% | $4,082-100.0% | $3,470-100.0% |
| Admin fee / account holder | $3,304 | $4,046-18.3% | $5,479-39.7% | $4,887-32.4% |