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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 | $18,091 | $47,479-61.9% | $62,929-71.3% | $82,448-78.1% |
| Participation rate | 92.8% | 66.9%+25.9pp | 73.1%+19.7pp | 68.1%+24.7pp |
| Annual return | 29.15% | 20.34%+8.8pp | 1063.93%-1034.8pp | 41.64%-12.5pp |
| Employer contribution / active EE | $1,215 | $1,885-35.5% | $2,505-51.5% | $2,551-52.4% |
| Participant deferral / active EE | $2,643 | $2,870-7.9% | $3,888-32.0% | $4,139-36.1% |
| Admin fee / account holder | $1,840 | $3,804-51.6% | $5,065-63.7% | $7,234-74.6% |