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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 | $30,661 | $58,241-47.4% | $81,780-62.5% | $80,911-62.1% |
| Participation rate | 96.3% | 63.4%+32.9pp | 72.4%+23.9pp | 67.6%+28.6pp |
| Annual return | 18.83% | 41.73%-22.9pp | 776.27%-757.4pp | 35.63%-16.8pp |
| Employer contribution / active EE | $7,768 | $2,343+231.5% | $2,914+166.6% | $2,756+181.9% |
| Participant deferral / active EE | $0 | $3,283-100.0% | $4,321-100.0% | $4,297-100.0% |
| Admin fee / account holder | $2,936 | $4,973-41.0% | $7,384-60.2% | $6,935-57.7% |