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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 | $26,206 | $65,566-60.0% | $86,235-69.6% | $75,177-65.1% |
| Participation rate | 71.3% | 60.5%+10.8pp | 69.0%+2.3pp | 67.2%+4.0pp |
| Annual return | 16.85% | 46.07%-29.2pp | 1170.03%-1153.2pp | 160.75%-143.9pp |
| Employer contribution / active EE | $0 | $1,553-100.0% | $2,381-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $2,956 | $3,023-2.2% | $3,987-25.9% | $4,126-28.4% |
| Admin fee / account holder | $1,015 | $5,470-81.4% | $6,856-85.2% | $5,651-82.0% |