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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 | $27,965 | $65,434-57.3% | $98,483-71.6% | $85,847-67.4% |
| Participation rate | 86.2% | 65.0%+21.2pp | 73.3%+12.9pp | 69.3%+16.9pp |
| Annual return | 11.90% | 21.75%-9.8pp | 1494.38%-1482.5pp | 318.61%-306.7pp |
| Employer contribution / active EE | $4,108 | $2,169+89.4% | $2,961+38.8% | $2,565+60.1% |
| Participant deferral / active EE | $0 | $3,168-100.0% | $4,276-100.0% | $3,952-100.0% |
| Admin fee / account holder | $3,311 | $4,595-27.9% | $5,953-44.4% | $6,261-47.1% |