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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 | $23,269 | $65,434-64.4% | $98,483-76.4% | $85,847-72.9% |
| Participation rate | 90.9% | 65.0%+25.9pp | 73.3%+17.6pp | 69.3%+21.6pp |
| Annual return | 17.76% | 21.75%-4.0pp | 1494.38%-1476.6pp | 318.61%-300.9pp |
| Employer contribution / active EE | $2,438 | $2,169+12.4% | $2,961-17.7% | $2,565-5.0% |
| Participant deferral / active EE | $3,118 | $3,168-1.6% | $4,276-27.1% | $3,952-21.1% |
| Admin fee / account holder | $2,328 | $4,595-49.3% | $5,953-60.9% | $6,261-62.8% |