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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 | $17,029 | $58,391-70.8% | $76,657-77.8% | $72,975-76.7% |
| Participation rate | 71.4% | 67.4%+4.1pp | 72.1%-0.7pp | 69.5%+1.9pp |
| Annual return | 18.81% | 2306.65%-2287.8pp | 1166.74%-1147.9pp | 81.01%-62.2pp |
| Employer contribution / active EE | $1,905 | $1,787+6.6% | $2,303-17.3% | $2,440-21.9% |
| Participant deferral / active EE | $1,097 | $2,690-59.2% | $3,335-67.1% | $3,608-69.6% |
| Admin fee / account holder | $691 | $4,014-82.8% | $6,423-89.2% | $5,124-86.5% |