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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 | $8,729 | $39,036-77.6% | $80,784-89.2% | $85,851-89.8% |
| Participation rate | 98.1% | 41.6%+56.6pp | 54.2%+43.9pp | 69.3%+28.8pp |
| Annual return | 189.43% | 26.31%+163.1pp | 87.31%+102.1pp | 318.63%-129.2pp |
| Employer contribution / active EE | $947 | $722+31.1% | $1,160-18.4% | $2,565-63.1% |
| Participant deferral / active EE | $0 | $1,326-100.0% | $2,145-100.0% | $3,952-100.0% |
| Admin fee / account holder | $440 | $2,429-81.9% | $3,380-87.0% | $6,261-93.0% |