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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 | $18,463 | $27,639-33.2% | $61,501-70.0% | $68,490-73.0% |
| Participation rate | 93.3% | 39.5%+53.8pp | 52.6%+40.8pp | 67.9%+25.4pp |
| Annual return | 55.34% | -13.19%+68.5pp | 339.04%-283.7pp | -7.85%+63.2pp |
| Employer contribution / active EE | $2,833 | $696+307.1% | $1,160+144.3% | $2,597+9.1% |
| Participant deferral / active EE | $0 | $1,264-100.0% | $2,125-100.0% | $4,028-100.0% |
| Admin fee / account holder | $1,719 | $2,012-14.6% | $2,132-19.3% | $5,403-68.2% |