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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 | $21,902 | $70,587-69.0% | $124,693-82.4% | $85,856-74.5% |
| Participation rate | 82.1% | 64.4%+17.7pp | 74.6%+7.5pp | 69.3%+12.8pp |
| Annual return | 11.98% | 20688.83%-20676.9pp | 5144.19%-5132.2pp | 318.58%-306.6pp |
| Employer contribution / active EE | $1,438 | $1,913-24.8% | $3,324-56.7% | $2,565-43.9% |
| Participant deferral / active EE | $1,878 | $2,969-36.7% | $4,615-59.3% | $3,952-52.5% |
| Admin fee / account holder | $2,160 | $5,282-59.1% | $7,494-71.2% | $6,261-65.5% |