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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 | $27,957 | $102,382-72.7% | $147,005-81.0% | $80,874-65.4% |
| Participation rate | 97.7% | 75.8%+21.9pp | 82.2%+15.6pp | 67.6%+30.1pp |
| Annual return | 14.05% | 134.89%-120.8pp | 418.76%-404.7pp | 35.62%-21.6pp |
| Employer contribution / active EE | $7,712 | $3,715+107.6% | $4,934+56.3% | $2,756+179.8% |
| Participant deferral / active EE | $0 | $6,646-100.0% | $8,070-100.0% | $4,297-100.0% |
| Admin fee / account holder | $6,588 | $7,942-17.0% | $13,006-49.3% | $6,935-5.0% |