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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 | $14,315 | $39,798-64.0% | $67,704-78.9% | $59,633-76.0% |
| Participation rate | 94.8% | 57.4%+37.4pp | 67.5%+27.3pp | 68.7%+26.1pp |
| Annual return | 17.01% | 89.94%-72.9pp | 25.41%-8.4pp | 2041.45%-2024.4pp |
| Employer contribution / active EE | $0 | $1,393-100.0% | $2,559-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $1,824 | $2,335-21.9% | $3,585-49.1% | $3,192-42.8% |
| Admin fee / account holder | $2,159 | $3,212-32.8% | $4,255-49.3% | $4,297-49.8% |