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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 | $30,814 | $90,607-66.0% | $79,467-61.2% | $135,380-77.2% |
| Participation rate | 90.9% | 76.0%+14.9pp | 73.3%+17.6pp | 82.6%+8.3pp |
| Annual return | 6.21% | 977.74%-971.5pp | 718.30%-712.1pp | 519.81%-513.6pp |
| Employer contribution / active EE | $4,178 | $3,068+36.2% | $2,800+49.2% | $4,779-12.6% |
| Participant deferral / active EE | $0 | $4,050-100.0% | $3,704-100.0% | $5,609-100.0% |
| Admin fee / account holder | $2,229 | $5,895-62.2% | $5,104-56.3% | $10,828-79.4% |