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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 | $21,646 | $60,393-64.2% | $81,820-73.5% | $74,429-70.9% |
| Participation rate | 92.8% | 62.9%+29.9pp | 72.4%+20.4pp | 67.2%+25.6pp |
| Annual return | 11.76% | 16.89%-5.1pp | 777.93%-766.2pp | 1368.38%-1356.6pp |
| Employer contribution / active EE | $1,554 | $2,626-40.8% | $2,915-46.7% | $2,625-40.8% |
| Participant deferral / active EE | $2,613 | $3,397-23.1% | $4,323-39.6% | $4,348-39.9% |
| Admin fee / account holder | $1,631 | $1,491+9.4% | $7,391-77.9% | $1,944-16.1% |