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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 | $20,047 | $57,305-65.0% | $86,640-76.9% | $75,173-73.3% |
| Participation rate | 95.4% | 63.2%+32.2pp | 71.7%+23.7pp | 67.2%+28.2pp |
| Annual return | 25.15% | 2674.24%-2649.1pp | 592.52%-567.4pp | 160.72%-135.6pp |
| Employer contribution / active EE | $1,857 | $2,316-19.8% | $3,024-38.6% | $2,671-30.5% |
| Participant deferral / active EE | $4,132 | $3,320+24.5% | $4,438-6.9% | $4,126+0.1% |
| Admin fee / account holder | $1,209 | $4,116-70.6% | $5,616-78.5% | $5,651-78.6% |