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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 | $17,609 | $57,312-69.3% | $86,617-79.7% | $75,181-76.6% |
| Participation rate | 84.4% | 63.2%+21.2pp | 71.7%+12.7pp | 67.2%+17.2pp |
| Annual return | 14.50% | 2672.78%-2658.3pp | 591.91%-577.4pp | 160.69%-146.2pp |
| Employer contribution / active EE | $1,778 | $2,315-23.2% | $3,023-41.2% | $2,671-33.4% |
| Participant deferral / active EE | $1,795 | $3,319-45.9% | $4,437-59.5% | $4,126-56.5% |
| Admin fee / account holder | $2,463 | $4,114-40.1% | $5,613-56.1% | $5,650-56.4% |