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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 | $2,649 | $29,319-91.0% | $52,425-94.9% | $82,448-96.8% |
| Participation rate | 70.0% | 46.9%+23.1pp | 55.6%+14.4pp | 68.1%+1.9pp |
| Annual return | 16.93% | 535.20%-518.3pp | 302.12%-285.2pp | 41.64%-24.7pp |
| Employer contribution / active EE | $483 | $586-17.7% | $914-47.2% | $2,551-81.1% |
| Participant deferral / active EE | $839 | $1,171-28.3% | $1,790-53.1% | $4,139-79.7% |
| Admin fee / account holder | $1,262 | $1,962-35.7% | $2,495-49.4% | $7,234-82.6% |