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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 | $22,009 | $57,312-61.6% | $86,617-74.6% | $75,181-70.7% |
| Participation rate | 78.4% | 63.2%+15.2pp | 71.7%+6.7pp | 67.2%+11.2pp |
| Annual return | 25.03% | 2672.78%-2647.7pp | 591.91%-566.9pp | 160.69%-135.7pp |
| Employer contribution / active EE | $2,427 | $2,315+4.8% | $3,023-19.7% | $2,671-9.1% |
| Participant deferral / active EE | $5,372 | $3,319+61.9% | $4,437+21.1% | $4,126+30.2% |
| Admin fee / account holder | $1,586 | $4,114-61.4% | $5,613-71.7% | $5,650-71.9% |