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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 | $23,570 | $96,123-75.5% | $77,361-69.5% | $198,609-88.1% |
| Participation rate | 81.8% | 81.1%+0.7pp | 75.0%+6.8pp | 82.4%-0.6pp |
| Annual return | 12.16% | 2054.81%-2042.6pp | 1011.54%-999.4pp | 202.70%-190.5pp |
| Employer contribution / active EE | $2,215 | $3,791-41.6% | $2,990-25.9% | $5,055-56.2% |
| Participant deferral / active EE | $4,706 | $4,975-5.4% | $3,911+20.3% | $6,977-32.5% |
| Admin fee / account holder | $578 | $9,471-93.9% | $5,894-90.2% | $19,030-97.0% |