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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 | $17,291 | $60,128-71.2% | $90,440-80.9% | $79,852-78.3% |
| Participation rate | 92.2% | 65.0%+27.2pp | 72.7%+19.5pp | 69.6%+22.5pp |
| Annual return | 18.58% | 71.95%-53.4pp | 1294.38%-1275.8pp | 31.72%-13.1pp |
| Employer contribution / active EE | $1,807 | $2,068-12.6% | $3,263-44.6% | $2,471-26.9% |
| Participant deferral / active EE | $3,225 | $2,939+9.7% | $3,964-18.6% | $3,740-13.8% |
| Admin fee / account holder | $2,622 | $3,977-34.1% | $5,615-53.3% | $5,306-50.6% |