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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 | $22,266 | $103,000-78.4% | $90,300-75.3% | $152,885-85.4% |
| Participation rate | 94.7% | 75.9%+18.9pp | 73.3%+21.5pp | 82.5%+12.3pp |
| Annual return | 21.44% | 95.19%-73.8pp | 78.11%-56.7pp | 345.39%-324.0pp |
| Employer contribution / active EE | $1,568 | $3,138-50.0% | $2,854-45.1% | $4,763-67.1% |
| Participant deferral / active EE | $0 | $4,281-100.0% | $3,884-100.0% | $5,851-100.0% |
| Admin fee / account holder | $755 | $6,173-87.8% | $5,353-85.9% | $11,598-93.5% |