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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 | $21,236 | $65,434-67.5% | $98,483-78.4% | $85,847-75.3% |
| Participation rate | 88.6% | 65.0%+23.6pp | 73.3%+15.3pp | 69.3%+19.3pp |
| Annual return | 15.50% | 21.75%-6.2pp | 1494.38%-1478.9pp | 318.61%-303.1pp |
| Employer contribution / active EE | $974 | $2,169-55.1% | $2,961-67.1% | $2,565-62.0% |
| Participant deferral / active EE | $2,266 | $3,168-28.5% | $4,276-47.0% | $3,952-42.7% |
| Admin fee / account holder | $861 | $4,595-81.3% | $5,953-85.5% | $6,261-86.2% |