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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 | $18,582 | $60,128-69.1% | $90,440-79.5% | $79,852-76.7% |
| Participation rate | 80.3% | 65.0%+15.3pp | 72.7%+7.6pp | 69.6%+10.7pp |
| Annual return | 19.69% | 71.95%-52.3pp | 1294.38%-1274.7pp | 31.72%-12.0pp |
| Employer contribution / active EE | $2,414 | $2,068+16.7% | $3,263-26.0% | $2,471-2.3% |
| Participant deferral / active EE | $6,197 | $2,939+110.9% | $3,964+56.3% | $3,740+65.7% |
| Admin fee / account holder | $3,211 | $3,977-19.3% | $5,615-42.8% | $5,306-39.5% |