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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 | $20,659 | $39,798-48.1% | $67,704-69.5% | $59,633-65.4% |
| Participation rate | 95.5% | 57.4%+38.1pp | 67.5%+27.9pp | 68.7%+26.8pp |
| Annual return | 17.51% | 89.94%-72.4pp | 25.41%-7.9pp | 2041.45%-2023.9pp |
| Employer contribution / active EE | $1,743 | $1,393+25.1% | $2,559-31.9% | $2,203-20.9% |
| Participant deferral / active EE | $3,086 | $2,335+32.2% | $3,585-13.9% | $3,192-3.3% |
| Admin fee / account holder | $2,001 | $3,212-37.7% | $4,255-53.0% | $4,297-53.4% |