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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 | $60,261-64.1% | $81,783-73.5% | $74,546-71.0% |
| Participation rate | 92.8% | 62.9%+29.9pp | 72.4%+20.4pp | 67.2%+25.6pp |
| Annual return | 11.76% | 16.88%-5.1pp | 775.05%-763.3pp | 1366.03%-1354.3pp |
| Employer contribution / active EE | $1,554 | $2,622-40.7% | $2,913-46.6% | $2,624-40.8% |
| Participant deferral / active EE | $2,613 | $3,388-22.9% | $4,320-39.5% | $4,347-39.9% |
| Admin fee / account holder | $1,631 | $1,482+10.0% | $7,380-77.9% | $1,944-16.1% |