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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 | $23,293 | $27,943-16.6% | $58,507-60.2% | $75,177-69.0% |
| Participation rate | 93.9% | 38.8%+55.0pp | 50.9%+43.0pp | 67.2%+26.7pp |
| Annual return | 18.17% | 44.22%-26.0pp | 4252.32%-4234.2pp | 160.75%-142.6pp |
| Employer contribution / active EE | $5,633 | $670+741.2% | $1,053+434.8% | $2,671+110.9% |
| Participant deferral / active EE | $0 | $1,202-100.0% | $1,922-100.0% | $4,126-100.0% |
| Admin fee / account holder | $1,065 | $1,727-38.3% | $2,486-57.2% | $5,651-81.2% |