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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 | $21,617 | $96,388-77.6% | $80,627-73.2% | $139,466-84.5% |
| Participation rate | 81.8% | 73.6%+8.2pp | 67.0%+14.8pp | 80.3%+1.5pp |
| Annual return | 15.26% | 1352.08%-1336.8pp | 936.76%-921.5pp | 373.66%-358.4pp |
| Employer contribution / active EE | $1,563 | $3,260-52.0% | $2,723-42.6% | $4,754-67.1% |
| Participant deferral / active EE | $3,086 | $5,224-40.9% | $4,443-30.5% | $6,712-54.0% |
| Admin fee / account holder | $11,449 | $6,603+73.4% | $5,381+112.8% | $11,409+0.4% |