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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 | $20,275 | $82,674-75.5% | $125,381-83.8% | $68,486-70.4% |
| Participation rate | 94.6% | 75.1%+19.6pp | 82.4%+12.3pp | 67.9%+26.7pp |
| Annual return | 108.23% | -5.97%+114.2pp | 572.31%-464.1pp | -7.85%+116.1pp |
| Employer contribution / active EE | $0 | $3,382-100.0% | $4,815-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $9,720 | $6,111+59.1% | $7,448+30.5% | $4,028+141.3% |
| Admin fee / account holder | $747 | $6,277-88.1% | $10,007-92.5% | $5,404-86.2% |