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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 | $21,406 | $25,979-17.6% | $71,702-70.1% | $68,495-68.7% |
| Participation rate | 70.7% | 54.5%+16.2pp | 62.3%+8.4pp | 67.9%+2.8pp |
| Annual return | 723.29% | -15.10%+738.4pp | 9.14%+714.2pp | -7.84%+731.1pp |
| Employer contribution / active EE | $2,514 | $900+179.2% | $1,704+47.5% | $2,596-3.2% |
| Participant deferral / active EE | $5,208 | $1,522+242.2% | $2,658+95.9% | $4,028+29.3% |
| Admin fee / account holder | $839 | $2,022-58.5% | $3,974-78.9% | $5,403-84.5% |