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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 | $14,057 | $54,763-74.3% | $90,324-84.4% | $72,976-80.7% |
| Participation rate | 92.1% | 65.2%+27.0pp | 73.3%+18.8pp | 69.5%+22.6pp |
| Annual return | 98.33% | 30.63%+67.7pp | 78.15%+20.2pp | 81.02%+17.3pp |
| Employer contribution / active EE | $999 | $2,093-52.3% | $2,856-65.0% | $2,440-59.1% |
| Participant deferral / active EE | $1,123 | $2,887-61.1% | $3,885-71.1% | $3,608-68.9% |
| Admin fee / account holder | $3,355 | $3,973-15.6% | $5,356-37.4% | $5,124-34.5% |