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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 | $24,703 | $63,346-61.0% | $92,240-73.2% | $70,126-64.8% |
| Participation rate | 74.2% | 68.7%+5.6pp | 76.5%-2.3pp | 69.5%+4.7pp |
| Annual return | 23.91% | 530.19%-506.3pp | 176.29%-152.4pp | 73.15%-49.2pp |
| Employer contribution / active EE | $0 | $2,471-100.0% | $3,680-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $4,007 | $2,854+40.4% | $3,897+2.8% | $3,332+20.3% |
| Admin fee / account holder | $1,654 | $3,841-56.9% | $5,194-68.2% | $4,645-64.4% |