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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 | $23,003 | $65,434-64.8% | $98,483-76.6% | $85,847-73.2% |
| Participation rate | 91.9% | 65.0%+26.9pp | 73.3%+18.5pp | 69.3%+22.6pp |
| Annual return | 15.59% | 21.75%-6.2pp | 1494.38%-1478.8pp | 318.61%-303.0pp |
| Employer contribution / active EE | $2,404 | $2,169+10.8% | $2,961-18.8% | $2,565-6.3% |
| Participant deferral / active EE | $2,365 | $3,168-25.3% | $4,276-44.7% | $3,952-40.2% |
| Admin fee / account holder | $13,782 | $4,595+199.9% | $5,953+131.5% | $6,261+120.1% |