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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 | $3,179 | $49,976-93.6% | $66,674-95.2% | $82,637-96.2% |
| Participation rate | 96.8% | 63.1%+33.7pp | 73.7%+23.1pp | 68.1%+28.7pp |
| Annual return | 57.90% | 39.09%+18.8pp | 321.24%-263.3pp | 53.51%+4.4pp |
| Employer contribution / active EE | $1,380 | $1,988-30.6% | $2,620-47.3% | $2,552-45.9% |
| Participant deferral / active EE | $2,304 | $2,847-19.1% | $4,084-43.6% | $4,126-44.2% |
| Admin fee / account holder | $1,504 | $4,594-67.3% | $5,098-70.5% | $7,339-79.5% |