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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 | $7,990 | $29,319-72.7% | $52,425-84.8% | $82,448-90.3% |
| Participation rate | 86.8% | 46.9%+39.9pp | 55.6%+31.2pp | 68.1%+18.7pp |
| Annual return | 19.56% | 535.20%-515.6pp | 302.12%-282.6pp | 41.64%-22.1pp |
| Employer contribution / active EE | $1,052 | $586+79.4% | $914+15.1% | $2,551-58.8% |
| Participant deferral / active EE | $1,131 | $1,171-3.5% | $1,790-36.8% | $4,139-72.7% |
| Admin fee / account holder | $778 | $1,962-60.4% | $2,495-68.8% | $7,234-89.3% |