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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 | $37,501 | $103,000-63.6% | $90,300-58.5% | $152,885-75.5% |
| Participation rate | 94.4% | 75.9%+18.6pp | 73.3%+21.2pp | 82.5%+12.0pp |
| Annual return | 27.98% | 95.19%-67.2pp | 78.11%-50.1pp | 345.39%-317.4pp |
| Employer contribution / active EE | $667 | $3,138-78.8% | $2,854-76.6% | $4,763-86.0% |
| Participant deferral / active EE | $0 | $4,281-100.0% | $3,884-100.0% | $5,851-100.0% |
| Admin fee / account holder | $2,044 | $6,173-66.9% | $5,353-61.8% | $11,598-82.4% |