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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 | $26,760 | $57,305-53.3% | $86,640-69.1% | $75,173-64.4% |
| Participation rate | 97.4% | 63.2%+34.2pp | 71.7%+25.7pp | 67.2%+30.2pp |
| Annual return | 17.20% | 2674.24%-2657.0pp | 592.52%-575.3pp | 160.72%-143.5pp |
| Employer contribution / active EE | $1,931 | $2,316-16.6% | $3,024-36.1% | $2,671-27.7% |
| Participant deferral / active EE | $3,042 | $3,320-8.4% | $4,438-31.5% | $4,126-26.3% |
| Admin fee / account holder | $1,044 | $4,116-74.6% | $5,616-81.4% | $5,651-81.5% |