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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 | $27,666 | $57,305-51.7% | $86,640-68.1% | $75,173-63.2% |
| Participation rate | 84.6% | 63.2%+21.4pp | 71.7%+12.9pp | 67.2%+17.4pp |
| Annual return | 15.59% | 2674.24%-2658.6pp | 592.52%-576.9pp | 160.72%-145.1pp |
| Employer contribution / active EE | $1,484 | $2,316-35.9% | $3,024-50.9% | $2,671-44.4% |
| Participant deferral / active EE | $2,185 | $3,320-34.2% | $4,438-50.8% | $4,126-47.1% |
| Admin fee / account holder | $1,092 | $4,116-73.5% | $5,616-80.6% | $5,651-80.7% |