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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 | $33,864 | $82,674-59.0% | $125,363-73.0% | $68,495-50.6% |
| Participation rate | 94.0% | 75.0%+19.0pp | 82.4%+11.6pp | 67.9%+26.1pp |
| Annual return | 17.82% | -5.97%+23.8pp | 572.15%-554.3pp | -7.84%+25.7pp |
| Employer contribution / active EE | $3,703 | $3,382+9.5% | $4,815-23.1% | $2,596+42.6% |
| Participant deferral / active EE | $0 | $6,111-100.0% | $7,447-100.0% | $4,028-100.0% |
| Admin fee / account holder | $1,848 | $6,276-70.6% | $10,005-81.5% | $5,403-65.8% |