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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 | $17,945 | $57,330-68.7% | $86,656-79.3% | $75,177-76.1% |
| Participation rate | 89.2% | 63.2%+26.0pp | 71.7%+17.5pp | 67.2%+22.0pp |
| Annual return | 21.88% | 2675.40%-2653.5pp | 593.09%-571.2pp | 160.75%-138.9pp |
| Employer contribution / active EE | $2,901 | $2,316+25.2% | $3,025-4.1% | $2,671+8.6% |
| Participant deferral / active EE | $4,474 | $3,320+34.8% | $4,439+0.8% | $4,126+8.4% |
| Admin fee / account holder | $3,061 | $4,115-25.6% | $5,619-45.5% | $5,651-45.8% |