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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 | $22,429 | $34,316-34.6% | $74,723-70.0% | $72,976-69.3% |
| Participation rate | 94.2% | 42.4%+51.8pp | 54.5%+39.8pp | 69.5%+24.7pp |
| Annual return | 20.20% | 26.58%-6.4pp | 753.18%-733.0pp | 81.02%-60.8pp |
| Employer contribution / active EE | $1,923 | $692+178.0% | $1,084+77.4% | $2,440-21.2% |
| Participant deferral / active EE | $0 | $1,272-100.0% | $1,962-100.0% | $3,608-100.0% |
| Admin fee / account holder | $2,134 | $2,125+0.4% | $3,335-36.0% | $5,124-58.4% |