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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 | $38,928 | $57,305-32.1% | $86,640-55.1% | $75,173-48.2% |
| Participation rate | 89.3% | 63.2%+26.1pp | 71.7%+17.6pp | 67.2%+22.1pp |
| Annual return | 18.90% | 2674.24%-2655.3pp | 592.52%-573.6pp | 160.72%-141.8pp |
| Employer contribution / active EE | $1,004 | $2,316-56.6% | $3,024-66.8% | $2,671-62.4% |
| Participant deferral / active EE | $3,604 | $3,320+8.6% | $4,438-18.8% | $4,126-12.7% |
| Admin fee / account holder | $835 | $4,116-79.7% | $5,616-85.1% | $5,651-85.2% |