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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 | $21,815 | $107,030-79.6% | $73,550-70.3% | $147,586-85.2% |
| Participation rate | 71.4% | 66.4%+5.1pp | 54.9%+16.5pp | 82.8%-11.4pp |
| Annual return | 20.20% | 38.25%-18.1pp | -15.16%+35.4pp | 578.59%-558.4pp |
| Employer contribution / active EE | $10,819 | $1,760+514.6% | $1,219+787.4% | $4,876+121.9% |
| Participant deferral / active EE | $0 | $2,458-100.0% | $1,804-100.0% | $5,439-100.0% |
| Admin fee / account holder | $1,103 | $3,055-63.9% | $2,320-52.5% | $10,886-89.9% |