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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 | $21,766 | $58,391-62.7% | $76,657-71.6% | $72,975-70.2% |
| Participation rate | 72.4% | 67.4%+5.0pp | 72.1%+0.3pp | 69.5%+2.9pp |
| Annual return | 21.34% | 2306.65%-2285.3pp | 1166.74%-1145.4pp | 81.01%-59.7pp |
| Employer contribution / active EE | $1,348 | $1,787-24.6% | $2,303-41.5% | $2,440-44.8% |
| Participant deferral / active EE | $2,161 | $2,690-19.7% | $3,335-35.2% | $3,608-40.1% |
| Admin fee / account holder | $6,224 | $4,014+55.0% | $6,423-3.1% | $5,124+21.5% |