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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 | $23,190 | $56,431-58.9% | $130,788-82.3% | $87,485-73.5% |
| Participation rate | 92.9% | 58.9%+33.9pp | 70.1%+22.8pp | 68.9%+23.9pp |
| Annual return | 17.50% | 91.27%-73.8pp | 386.44%-368.9pp | 26.06%-8.6pp |
| Employer contribution / active EE | $0 | $1,549-100.0% | $3,558-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $3,388 | $2,749+23.2% | $4,137-18.1% | $4,274-20.7% |
| Admin fee / account holder | $1,049 | $4,433-76.3% | $6,673-84.3% | $7,775-86.5% |