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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 | $19,160 | $57,330-66.6% | $86,656-77.9% | $75,177-74.5% |
| Participation rate | 92.9% | 63.2%+29.7pp | 71.7%+21.2pp | 67.2%+25.7pp |
| Annual return | 26.88% | 2675.40%-2648.5pp | 593.09%-566.2pp | 160.75%-133.9pp |
| Employer contribution / active EE | $2,410 | $2,316+4.1% | $3,025-20.3% | $2,671-9.8% |
| Participant deferral / active EE | $4,120 | $3,320+24.1% | $4,439-7.2% | $4,126-0.1% |
| Admin fee / account holder | $726 | $4,115-82.4% | $5,619-87.1% | $5,651-87.2% |