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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 | $29,094 | $102,382-71.6% | $147,005-80.2% | $80,874-64.0% |
| Participation rate | 98.1% | 75.8%+22.2pp | 82.2%+15.9pp | 67.6%+30.4pp |
| Annual return | 22.61% | 134.89%-112.3pp | 418.76%-396.2pp | 35.62%-13.0pp |
| Employer contribution / active EE | $1,959 | $3,715-47.3% | $4,934-60.3% | $2,756-28.9% |
| Participant deferral / active EE | $0 | $6,646-100.0% | $8,070-100.0% | $4,297-100.0% |
| Admin fee / account holder | $1,242 | $7,942-84.4% | $13,006-90.5% | $6,935-82.1% |