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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 | $12,294 | $57,305-78.5% | $86,640-85.8% | $75,173-83.6% |
| Participation rate | 74.5% | 63.2%+11.3pp | 71.7%+2.8pp | 67.2%+7.3pp |
| Annual return | 19.73% | 2674.24%-2654.5pp | 592.52%-572.8pp | 160.72%-141.0pp |
| Employer contribution / active EE | $548 | $2,316-76.3% | $3,024-81.9% | $2,671-79.5% |
| Participant deferral / active EE | $1,340 | $3,320-59.6% | $4,438-69.8% | $4,126-67.5% |
| Admin fee / account holder | $558 | $4,116-86.5% | $5,616-90.1% | $5,651-90.1% |