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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 | $16,776 | $29,319-42.8% | $52,425-68.0% | $82,448-79.7% |
| Participation rate | 82.9% | 46.9%+36.1pp | 55.6%+27.3pp | 68.1%+14.9pp |
| Annual return | 23.73% | 535.20%-511.5pp | 302.12%-278.4pp | 41.64%-17.9pp |
| Employer contribution / active EE | $2,817 | $586+380.3% | $914+208.1% | $2,551+10.4% |
| Participant deferral / active EE | $2,854 | $1,171+143.7% | $1,790+59.4% | $4,139-31.0% |
| Admin fee / account holder | $773 | $1,962-60.6% | $2,495-69.0% | $7,234-89.3% |