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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 | $25,519 | $57,330-55.5% | $86,656-70.6% | $75,177-66.1% |
| Participation rate | 80.3% | 63.2%+17.1pp | 71.7%+8.6pp | 67.2%+13.1pp |
| Annual return | 23.87% | 2675.40%-2651.5pp | 593.09%-569.2pp | 160.75%-136.9pp |
| Employer contribution / active EE | $1,508 | $2,316-34.9% | $3,025-50.2% | $2,671-43.6% |
| Participant deferral / active EE | $1,608 | $3,320-51.6% | $4,439-63.8% | $4,126-61.0% |
| Admin fee / account holder | $2,590 | $4,115-37.1% | $5,619-53.9% | $5,651-54.2% |