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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 | $12,967 | $49,891-74.0% | $80,607-83.9% | $75,181-82.8% |
| Participation rate | 89.0% | 55.3%+33.7pp | 67.0%+22.0pp | 67.2%+21.8pp |
| Annual return | 16.82% | 34.67%-17.9pp | 936.11%-919.3pp | 160.69%-143.9pp |
| Employer contribution / active EE | $5,970 | $1,698+251.5% | $2,724+119.1% | $2,671+123.5% |
| Participant deferral / active EE | $0 | $2,991-100.0% | $4,448-100.0% | $4,126-100.0% |
| Admin fee / account holder | $2,466 | $3,578-31.1% | $5,379-54.2% | $5,650-56.4% |