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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 | $21,323 | $52,519-59.4% | $155,789-86.3% | $59,633-64.2% |
| Participation rate | 82.5% | 61.7%+20.8pp | 76.1%+6.4pp | 68.7%+13.8pp |
| Annual return | 1.12% | 53.51%-52.4pp | 71.54%-70.4pp | 2041.45%-2040.3pp |
| Employer contribution / active EE | $2,015 | $1,589+26.8% | $3,839-47.5% | $2,203-8.5% |
| Participant deferral / active EE | $3,690 | $3,084+19.6% | $4,798-23.1% | $3,192+15.6% |
| Admin fee / account holder | $1,225 | $3,540-65.4% | $7,477-83.6% | $4,297-71.5% |