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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 | $28,208 | $48,011-41.2% | $63,803-55.8% | $82,637-65.9% |
| Participation rate | 90.0% | 66.6%+23.4pp | 72.7%+17.3pp | 68.1%+21.9pp |
| Annual return | 19.26% | 19.84%-0.6pp | 543.72%-524.5pp | 53.51%-34.2pp |
| Employer contribution / active EE | $1,030 | $1,904-45.9% | $2,532-59.3% | $2,552-59.6% |
| Participant deferral / active EE | $3,416 | $2,846+20.0% | $3,843-11.1% | $4,126-17.2% |
| Admin fee / account holder | $2,438 | $3,873-37.1% | $5,196-53.1% | $7,339-66.8% |