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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 | $18,954 | $55,470-65.8% | $155,556-87.8% | $74,478-74.6% |
| Participation rate | 74.3% | 61.9%+12.4pp | 78.2%-4.0pp | 67.2%+7.0pp |
| Annual return | 26.45% | 269.80%-243.4pp | 64.84%-38.4pp | 1370.56%-1344.1pp |
| Employer contribution / active EE | $1,977 | $2,267-12.8% | $4,675-57.7% | $2,626-24.7% |
| Participant deferral / active EE | $2,552 | $2,838-10.1% | $5,631-54.7% | $4,350-41.3% |
| Admin fee / account holder | $1,382 | $1,744-20.8% | $15,885-91.3% | $1,946-29.0% |