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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 | $8,336 | $49,897-83.3% | $80,648-89.7% | $75,177-88.9% |
| Participation rate | 71.7% | 55.3%+16.4pp | 67.0%+4.7pp | 67.2%+4.5pp |
| Annual return | 49.01% | 34.68%+14.3pp | 937.21%-888.2pp | 160.75%-111.7pp |
| Employer contribution / active EE | $904 | $1,699-46.8% | $2,724-66.8% | $2,671-66.1% |
| Participant deferral / active EE | $2,453 | $2,992-18.0% | $4,443-44.8% | $4,126-40.6% |
| Admin fee / account holder | $847 | $3,579-76.3% | $5,382-84.3% | $5,651-85.0% |