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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 | $14,202 | $57,305-75.2% | $86,640-83.6% | $75,173-81.1% |
| Participation rate | 75.6% | 63.2%+12.4pp | 71.7%+3.9pp | 67.2%+8.4pp |
| Annual return | 16.01% | 2674.24%-2658.2pp | 592.52%-576.5pp | 160.72%-144.7pp |
| Employer contribution / active EE | $345 | $2,316-85.1% | $3,024-88.6% | $2,671-87.1% |
| Participant deferral / active EE | $1,926 | $3,320-42.0% | $4,438-56.6% | $4,126-53.3% |
| Admin fee / account holder | $1,016 | $4,116-75.3% | $5,616-81.9% | $5,651-82.0% |