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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 | $21,542 | $63,346-66.0% | $92,240-76.6% | $70,126-69.3% |
| Participation rate | 84.0% | 68.7%+15.3pp | 76.5%+7.5pp | 69.5%+14.5pp |
| Annual return | 15.26% | 530.19%-514.9pp | 176.29%-161.0pp | 73.15%-57.9pp |
| Employer contribution / active EE | $1,659 | $2,471-32.9% | $3,680-54.9% | $2,343-29.2% |
| Participant deferral / active EE | $1,846 | $2,854-35.3% | $3,897-52.6% | $3,332-44.6% |
| Admin fee / account holder | $2,399 | $3,841-37.5% | $5,194-53.8% | $4,645-48.4% |