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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 | $20,930 | $65,434-68.0% | $98,483-78.7% | $85,847-75.6% |
| Participation rate | 88.4% | 65.0%+23.4pp | 73.3%+15.1pp | 69.3%+19.1pp |
| Annual return | 11.91% | 21.75%-9.8pp | 1494.38%-1482.5pp | 318.61%-306.7pp |
| Employer contribution / active EE | $1,443 | $2,169-33.5% | $2,961-51.3% | $2,565-43.8% |
| Participant deferral / active EE | $2,541 | $3,168-19.8% | $4,276-40.6% | $3,952-35.7% |
| Admin fee / account holder | $2,277 | $4,595-50.5% | $5,953-61.8% | $6,261-63.6% |