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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 | $25,271 | $58,927-57.1% | $76,823-67.1% | $72,983-65.4% |
| Participation rate | 89.6% | 67.3%+22.3pp | 72.1%+17.5pp | 69.5%+20.1pp |
| Annual return | 16.74% | 2305.64%-2288.9pp | 1166.42%-1149.7pp | 81.01%-64.3pp |
| Employer contribution / active EE | $1,657 | $1,787-7.2% | $2,302-28.0% | $2,440-32.1% |
| Participant deferral / active EE | $1,423 | $2,690-47.1% | $3,336-57.3% | $3,608-60.6% |
| Admin fee / account holder | $5,679 | $4,013+41.5% | $6,422-11.6% | $5,124+10.8% |