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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 | $22,384 | $53,127-57.9% | $86,587-74.1% | $70,131-68.1% |
| Participation rate | 83.9% | 65.3%+18.6pp | 73.5%+10.3pp | 69.5%+14.3pp |
| Annual return | 17.67% | 27.66%-10.0pp | 964.86%-947.2pp | 73.14%-55.5pp |
| Employer contribution / active EE | $1,054 | $2,068-49.1% | $2,839-62.9% | $2,342-55.0% |
| Participant deferral / active EE | $3,249 | $2,696+20.5% | $3,609-10.0% | $3,332-2.5% |
| Admin fee / account holder | $11,936 | $3,585+232.9% | $4,906+143.3% | $4,645+156.9% |