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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 | $15,051 | $61,815-75.7% | $97,295-84.5% | $80,959-81.4% |
| Participation rate | 84.6% | 63.5%+21.1pp | 72.7%+12.0pp | 67.7%+16.9pp |
| Annual return | 58.48% | -558.73%+617.2pp | 75.62%-17.1pp | 35.67%+22.8pp |
| Employer contribution / active EE | $1,793 | $1,836-2.4% | $2,723-34.2% | $2,757-35.0% |
| Participant deferral / active EE | $3,700 | $3,027+22.2% | $4,264-13.2% | $4,300-14.0% |
| Admin fee / account holder | $1,836 | $5,166-64.5% | $5,646-67.5% | $6,925-73.5% |