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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 | $9,689 | $57,305-83.1% | $86,640-88.8% | $75,173-87.1% |
| Participation rate | 93.9% | 63.2%+30.7pp | 71.7%+22.2pp | 67.2%+26.7pp |
| Annual return | 19.00% | 2674.24%-2655.2pp | 592.52%-573.5pp | 160.72%-141.7pp |
| Employer contribution / active EE | $1,564 | $2,316-32.5% | $3,024-48.3% | $2,671-41.4% |
| Participant deferral / active EE | $2,069 | $3,320-37.7% | $4,438-53.4% | $4,126-49.9% |
| Admin fee / account holder | $1,811 | $4,116-56.0% | $5,616-67.8% | $5,651-68.0% |