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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 | $22,668 | $109,863-79.4% | $98,477-77.0% | $167,518-86.5% |
| Participation rate | 76.5% | 75.8%+0.6pp | 73.3%+3.1pp | 82.1%-5.6pp |
| Annual return | 15.92% | 1958.09%-1942.2pp | 1493.59%-1477.7pp | 478.71%-462.8pp |
| Employer contribution / active EE | $1,336 | $3,225-58.6% | $2,961-54.9% | $4,838-72.4% |
| Participant deferral / active EE | $2,514 | $4,673-46.2% | $4,276-41.2% | $6,342-60.4% |
| Admin fee / account holder | $6,622 | $6,755-2.0% | $5,951+11.3% | $12,312-46.2% |