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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 | $58,258-47.4% | $81,820-62.5% | $80,925-62.1% |
| Participation rate | 96.3% | 63.5%+32.8pp | 72.4%+23.9pp | 67.7%+28.6pp |
| Annual return | 18.83% | 41.76%-22.9pp | 777.93%-759.1pp | 35.65%-16.8pp |
| Employer contribution / active EE | $7,768 | $2,345+231.2% | $2,915+166.5% | $2,756+181.8% |
| Participant deferral / active EE | $0 | $3,284-100.0% | $4,323-100.0% | $4,299-100.0% |
| Admin fee / account holder | $2,936 | $4,976-41.0% | $7,391-60.3% | $6,940-57.7% |