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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 | $41,276 | $102,422-59.7% | $147,117-71.9% | $80,959-49.0% |
| Participation rate | 90.7% | 75.9%+14.8pp | 82.2%+8.5pp | 67.7%+23.0pp |
| Annual return | 44.26% | 135.16%-90.9pp | 420.54%-376.3pp | 35.67%+8.6pp |
| Employer contribution / active EE | $2,518 | $3,717-32.3% | $4,932-49.0% | $2,757-8.7% |
| Participant deferral / active EE | $0 | $6,652-100.0% | $8,065-100.0% | $4,300-100.0% |
| Admin fee / account holder | $1,148 | $7,953-85.6% | $12,993-91.2% | $6,925-83.4% |