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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 | $13,990 | $51,184-72.7% | $66,439-78.9% | $86,983-83.9% |
| Participation rate | 71.4% | 68.5%+2.9pp | 74.5%-3.1pp | 69.5%+1.9pp |
| Annual return | 13.68% | 17.07%-3.4pp | 757.66%-744.0pp | 25.83%-12.2pp |
| Employer contribution / active EE | $2,173 | $2,023+7.4% | $2,637-17.6% | $2,584-15.9% |
| Participant deferral / active EE | $1,893 | $2,927-35.3% | $3,876-51.2% | $4,194-54.9% |
| Admin fee / account holder | $3,021 | $4,154-27.3% | $6,173-51.1% | $7,856-61.5% |