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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 | $21,804 | $96,678-77.4% | $86,640-74.8% | $139,466-84.4% |
| Participation rate | 85.7% | 74.4%+11.3pp | 71.7%+14.0pp | 80.3%+5.4pp |
| Annual return | 16.82% | 106.69%-89.9pp | 592.52%-575.7pp | 373.66%-356.8pp |
| Employer contribution / active EE | $770 | $3,265-76.4% | $3,024-74.5% | $4,754-83.8% |
| Participant deferral / active EE | $2,117 | $4,837-56.2% | $4,438-52.3% | $6,712-68.5% |
| Admin fee / account holder | $1,095 | $6,410-82.9% | $5,616-80.5% | $11,409-90.4% |