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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 | $16,886 | $57,330-70.5% | $86,656-80.5% | $75,177-77.5% |
| Participation rate | 74.1% | 63.2%+10.9pp | 71.7%+2.4pp | 67.2%+6.9pp |
| Annual return | 20.00% | 2675.40%-2655.4pp | 593.09%-573.1pp | 160.75%-140.7pp |
| Employer contribution / active EE | $0 | $2,316-100.0% | $3,025-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $3,651 | $3,320+10.0% | $4,439-17.8% | $4,126-11.5% |
| Admin fee / account holder | $687 | $4,115-83.3% | $5,619-87.8% | $5,651-87.9% |