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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 | $26,912 | $58,258-53.8% | $81,820-67.1% | $80,925-66.7% |
| Participation rate | 79.4% | 63.5%+15.9pp | 72.4%+7.0pp | 67.7%+11.8pp |
| Annual return | 11.60% | 41.76%-30.2pp | 777.93%-766.3pp | 35.65%-24.0pp |
| Employer contribution / active EE | $1,354 | $2,345-42.3% | $2,915-53.5% | $2,756-50.9% |
| Participant deferral / active EE | $4,636 | $3,284+41.2% | $4,323+7.2% | $4,299+7.8% |
| Admin fee / account holder | $3,698 | $4,976-25.7% | $7,391-50.0% | $6,940-46.7% |