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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 | $2,372 | $67,823-96.5% | $52,425-95.5% | $137,256-98.3% |
| Participation rate | 88.9% | 63.9%+25.0pp | 55.6%+33.3pp | 80.0%+8.9pp |
| Annual return | 22.70% | 219.11%-196.4pp | 302.12%-279.4pp | 220.34%-197.6pp |
| Employer contribution / active EE | $0 | $1,163-100.0% | $914-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $1,042 | $2,288-54.5% | $1,790-41.8% | $6,407-83.7% |
| Admin fee / account holder | $951 | $2,844-66.6% | $2,495-61.9% | $12,270-92.2% |