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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 | $40,946 | $57,305-28.5% | $86,640-52.7% | $75,173-45.5% |
| Participation rate | 87.0% | 63.2%+23.7pp | 71.7%+15.2pp | 67.2%+19.8pp |
| Annual return | 14.82% | 2674.24%-2659.4pp | 592.52%-577.7pp | 160.72%-145.9pp |
| Employer contribution / active EE | $885 | $2,316-61.8% | $3,024-70.7% | $2,671-66.9% |
| Participant deferral / active EE | $2,230 | $3,320-32.8% | $4,438-49.8% | $4,126-46.0% |
| Admin fee / account holder | $1,137 | $4,116-72.4% | $5,616-79.7% | $5,651-79.9% |