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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 | $21,276 | $53,162-60.0% | $91,227-76.7% | $68,490-68.9% |
| Participation rate | 79.1% | 63.2%+15.9pp | 73.2%+5.9pp | 67.9%+11.2pp |
| Annual return | 348.49% | -3.14%+351.6pp | 114.14%+234.4pp | -7.85%+356.3pp |
| Employer contribution / active EE | $402 | $1,709-76.5% | $2,851-85.9% | $2,597-84.5% |
| Participant deferral / active EE | $1,062 | $2,974-64.3% | $4,234-74.9% | $4,028-73.6% |
| Admin fee / account holder | $636 | $4,493-85.8% | $5,423-88.3% | $5,403-88.2% |