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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 | $24,624 | $57,312-57.0% | $86,617-71.6% | $75,181-67.2% |
| Participation rate | 89.5% | 63.2%+26.3pp | 71.7%+17.8pp | 67.2%+22.3pp |
| Annual return | 17.02% | 2672.78%-2655.8pp | 591.91%-574.9pp | 160.69%-143.7pp |
| Employer contribution / active EE | $1,368 | $2,315-40.9% | $3,023-54.8% | $2,671-48.8% |
| Participant deferral / active EE | $2,353 | $3,319-29.1% | $4,437-47.0% | $4,126-43.0% |
| Admin fee / account holder | $1,846 | $4,114-55.1% | $5,613-67.1% | $5,650-67.3% |