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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 | $33,365 | $49,896-33.1% | $80,627-58.6% | $75,173-55.6% |
| Participation rate | 89.7% | 55.3%+34.4pp | 67.0%+22.7pp | 67.2%+22.5pp |
| Annual return | 19.22% | 34.67%-15.5pp | 936.76%-917.5pp | 160.72%-141.5pp |
| Employer contribution / active EE | $2,145 | $1,699+26.3% | $2,723-21.2% | $2,671-19.7% |
| Participant deferral / active EE | $1,878 | $2,992-37.2% | $4,443-57.7% | $4,126-54.5% |
| Admin fee / account holder | $506 | $3,578-85.9% | $5,381-90.6% | $5,651-91.0% |