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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 | $17,154 | $57,305-70.1% | $86,640-80.2% | $75,173-77.2% |
| Participation rate | 74.1% | 63.2%+10.9pp | 71.7%+2.4pp | 67.2%+6.9pp |
| Annual return | 119.74% | 2674.24%-2554.5pp | 592.52%-472.8pp | 160.72%-41.0pp |
| Employer contribution / active EE | $1,281 | $2,316-44.7% | $3,024-57.6% | $2,671-52.0% |
| Participant deferral / active EE | $2,828 | $3,320-14.8% | $4,438-36.3% | $4,126-31.5% |
| Admin fee / account holder | $342 | $4,116-91.7% | $5,616-93.9% | $5,651-93.9% |