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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 | $29,163 | $48,570-40.0% | $130,660-77.7% | $72,976-60.0% |
| Participation rate | 100.0% | 58.6%+41.4pp | 71.7%+28.3pp | 69.5%+30.5pp |
| Annual return | 21.44% | 38.63%-17.2pp | 1709.29%-1687.9pp | 81.02%-59.6pp |
| Employer contribution / active EE | $1,615 | $1,334+21.1% | $4,092-60.5% | $2,440-33.8% |
| Participant deferral / active EE | $0 | $2,384-100.0% | $3,603-100.0% | $3,608-100.0% |
| Admin fee / account holder | $1,579 | $3,549-55.5% | $5,463-71.1% | $5,124-69.2% |