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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 | $14,382 | $57,312-74.9% | $86,617-83.4% | $75,181-80.9% |
| Participation rate | 89.3% | 63.2%+26.1pp | 71.7%+17.6pp | 67.2%+22.1pp |
| Annual return | 19.17% | 2672.78%-2653.6pp | 591.91%-572.7pp | 160.69%-141.5pp |
| Employer contribution / active EE | $1,950 | $2,315-15.8% | $3,023-35.5% | $2,671-27.0% |
| Participant deferral / active EE | $2,833 | $3,319-14.6% | $4,437-36.2% | $4,126-31.3% |
| Admin fee / account holder | $568 | $4,114-86.2% | $5,613-89.9% | $5,650-89.9% |