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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 | $13,851 | $65,423-78.8% | $98,477-85.9% | $85,856-83.9% |
| Participation rate | 84.6% | 65.0%+19.6pp | 73.3%+11.3pp | 69.3%+15.3pp |
| Annual return | 18.96% | 21.76%-2.8pp | 1493.59%-1474.6pp | 318.58%-299.6pp |
| Employer contribution / active EE | $1,923 | $2,168-11.3% | $2,961-35.0% | $2,565-25.0% |
| Participant deferral / active EE | $1,422 | $3,167-55.1% | $4,276-66.8% | $3,952-64.0% |
| Admin fee / account holder | $5,913 | $4,594+28.7% | $5,951-0.6% | $6,261-5.5% |