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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 | $21,331 | $90,606-76.5% | $79,466-73.2% | $135,379-84.2% |
| Participation rate | 83.3% | 76.0%+7.3pp | 73.3%+10.0pp | 82.6%+0.7pp |
| Annual return | 12.40% | 977.69%-965.3pp | 718.28%-705.9pp | 519.79%-507.4pp |
| Employer contribution / active EE | $6,922 | $3,068+125.6% | $2,800+147.2% | $4,779+44.8% |
| Participant deferral / active EE | $0 | $4,050-100.0% | $3,704-100.0% | $5,609-100.0% |
| Admin fee / account holder | $2,300 | $5,895-61.0% | $5,104-54.9% | $10,828-78.8% |