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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 | $28,741 | $60,139-52.2% | $90,461-68.2% | $79,856-64.0% |
| Participation rate | 85.2% | 65.0%+20.2pp | 72.7%+12.5pp | 69.6%+15.5pp |
| Annual return | 15.43% | 71.96%-56.5pp | 1294.76%-1279.3pp | 31.71%-16.3pp |
| Employer contribution / active EE | $4,097 | $2,069+98.1% | $3,264+25.5% | $2,471+65.8% |
| Participant deferral / active EE | $0 | $2,939-100.0% | $3,964-100.0% | $3,741-100.0% |
| Admin fee / account holder | $656 | $3,978-83.5% | $5,617-88.3% | $5,306-87.6% |