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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 | $30,972 | $102,429-69.8% | $147,096-78.9% | $80,925-61.7% |
| Participation rate | 98.0% | 75.9%+22.1pp | 82.2%+15.8pp | 67.7%+30.3pp |
| Annual return | 15.57% | 135.02%-119.5pp | 419.75%-404.2pp | 35.65%-20.1pp |
| Employer contribution / active EE | $1,809 | $3,716-51.3% | $4,936-63.3% | $2,756-34.4% |
| Participant deferral / active EE | $3,329 | $6,649-49.9% | $8,071-58.8% | $4,299-22.6% |
| Admin fee / account holder | $1,631 | $7,957-79.5% | $13,005-87.5% | $6,940-76.5% |