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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 | $16,891 | $39,798-57.6% | $67,704-75.1% | $59,633-71.7% |
| Participation rate | 81.7% | 57.4%+24.3pp | 67.5%+14.1pp | 68.7%+13.0pp |
| Annual return | 31.81% | 89.94%-58.1pp | 25.41%+6.4pp | 2041.40%-2009.6pp |
| Employer contribution / active EE | $1,995 | $1,393+43.2% | $2,559-22.0% | $2,203-9.4% |
| Participant deferral / active EE | $3,615 | $2,335+54.8% | $3,585+0.8% | $3,192+13.3% |
| Admin fee / account holder | $830 | $3,212-74.2% | $4,255-80.5% | $4,297-80.7% |