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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 | $25,298 | $63,346-60.1% | $92,240-72.6% | $70,126-63.9% |
| Participation rate | 80.8% | 68.7%+12.1pp | 76.5%+4.3pp | 69.5%+11.2pp |
| Annual return | 17.78% | 530.19%-512.4pp | 176.29%-158.5pp | 73.15%-55.4pp |
| Employer contribution / active EE | $1,534 | $2,471-37.9% | $3,680-58.3% | $2,343-34.5% |
| Participant deferral / active EE | $2,338 | $2,854-18.1% | $3,897-40.0% | $3,332-29.8% |
| Admin fee / account holder | $322 | $3,841-91.6% | $5,194-93.8% | $4,645-93.1% |