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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 | $32,821 | $63,346-48.2% | $92,240-64.4% | $70,126-53.2% |
| Participation rate | 90.0% | 68.7%+21.3pp | 76.5%+13.5pp | 69.5%+20.5pp |
| Annual return | 14.31% | 530.19%-515.9pp | 176.29%-162.0pp | 73.15%-58.8pp |
| Employer contribution / active EE | $1,033 | $2,471-58.2% | $3,680-71.9% | $2,343-55.9% |
| Participant deferral / active EE | $0 | $2,854-100.0% | $3,897-100.0% | $3,332-100.0% |
| Admin fee / account holder | $1,110 | $3,841-71.1% | $5,194-78.6% | $4,645-76.1% |