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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 | $16,559 | $60,128-72.5% | $90,440-81.7% | $79,852-79.3% |
| Participation rate | 95.2% | 65.0%+30.2pp | 72.7%+22.5pp | 69.6%+25.6pp |
| Annual return | 24.06% | 71.95%-47.9pp | 1294.38%-1270.3pp | 31.72%-7.7pp |
| Employer contribution / active EE | $1,041 | $2,068-49.7% | $3,263-68.1% | $2,471-57.9% |
| Participant deferral / active EE | $1,317 | $2,939-55.2% | $3,964-66.8% | $3,740-64.8% |
| Admin fee / account holder | $4,110 | $3,977+3.3% | $5,615-26.8% | $5,306-22.5% |