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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 | $27,591 | $57,312-51.9% | $86,617-68.1% | $75,181-63.3% |
| Participation rate | 85.7% | 63.2%+22.5pp | 71.7%+14.0pp | 67.2%+18.5pp |
| Annual return | 22.21% | 2672.78%-2650.6pp | 591.91%-569.7pp | 160.69%-138.5pp |
| Employer contribution / active EE | $1,147 | $2,315-50.5% | $3,023-62.1% | $2,671-57.1% |
| Participant deferral / active EE | $4,196 | $3,319+26.4% | $4,437-5.4% | $4,126+1.7% |
| Admin fee / account holder | $737 | $4,114-82.1% | $5,613-86.9% | $5,650-86.9% |