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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 | $16,122 | $102,696-84.3% | $86,235-81.3% | $139,487-88.4% |
| Participation rate | 72.2% | 74.5%-2.3pp | 69.0%+3.3pp | 80.3%-8.1pp |
| Annual return | 21.84% | 1925.91%-1904.1pp | 1170.03%-1148.2pp | 373.84%-352.0pp |
| Employer contribution / active EE | $1,390 | $3,034-54.2% | $2,381-41.6% | $4,755-70.8% |
| Participant deferral / active EE | $2,822 | $4,679-39.7% | $3,987-29.2% | $6,713-58.0% |
| Admin fee / account holder | $3,170 | $8,667-63.4% | $6,856-53.8% | $11,407-72.2% |