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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 | $25,615 | $62,164-58.8% | $81,482-68.6% | $74,400-65.6% |
| Participation rate | 73.6% | 64.1%+9.6pp | 69.5%+4.1pp | 67.2%+6.4pp |
| Annual return | 44.45% | 16.50%+27.9pp | 24.79%+19.7pp | 1367.51%-1323.1pp |
| Employer contribution / active EE | $1,473 | $1,884-21.8% | $2,463-40.2% | $2,624-43.9% |
| Participant deferral / active EE | $1,959 | $3,230-39.4% | $3,885-49.6% | $4,348-54.9% |
| Admin fee / account holder | $2,573 | $1,923+33.8% | $5,761-55.3% | $1,944+32.4% |