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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 | $21,491 | $57,305-62.5% | $86,640-75.2% | $75,173-71.4% |
| Participation rate | 77.3% | 63.2%+14.1pp | 71.7%+5.6pp | 67.2%+10.1pp |
| Annual return | 16.09% | 2674.24%-2658.1pp | 592.52%-576.4pp | 160.72%-144.6pp |
| Employer contribution / active EE | $1,450 | $2,316-37.4% | $3,024-52.1% | $2,671-45.7% |
| Participant deferral / active EE | $1,397 | $3,320-57.9% | $4,438-68.5% | $4,126-66.1% |
| Admin fee / account holder | $347 | $4,116-91.6% | $5,616-93.8% | $5,651-93.9% |