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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 | $23,606 | $58,241-59.5% | $81,780-71.1% | $80,911-70.8% |
| Participation rate | 85.0% | 63.4%+21.6pp | 72.4%+12.6pp | 67.6%+17.4pp |
| Annual return | 15.39% | 41.73%-26.3pp | 776.27%-760.9pp | 35.63%-20.2pp |
| Employer contribution / active EE | $1,691 | $2,343-27.8% | $2,914-42.0% | $2,756-38.6% |
| Participant deferral / active EE | $1,679 | $3,283-48.8% | $4,321-61.1% | $4,297-60.9% |
| Admin fee / account holder | $2,394 | $4,973-51.8% | $7,384-67.6% | $6,935-65.5% |