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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 | $14,052 | $32,117-56.2% | $71,089-80.2% | $64,173-78.1% |
| Participation rate | 94.7% | 42.7%+52.0pp | 54.6%+40.1pp | 69.6%+25.2pp |
| Annual return | 41.43% | -5.57%+47.0pp | 650.65%-609.2pp | 7.63%+33.8pp |
| Employer contribution / active EE | $439 | $712-38.4% | $1,088-59.7% | $2,381-81.6% |
| Participant deferral / active EE | $0 | $1,263-100.0% | $1,873-100.0% | $3,470-100.0% |
| Admin fee / account holder | $6,307 | $2,759+128.6% | $3,082+104.6% | $4,887+29.1% |