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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 | $21,046 | $58,258-63.9% | $81,820-74.3% | $80,925-74.0% |
| Participation rate | 85.3% | 63.5%+21.8pp | 72.4%+12.9pp | 67.7%+17.6pp |
| Annual return | 16.49% | 41.76%-25.3pp | 777.93%-761.4pp | 35.65%-19.2pp |
| Employer contribution / active EE | $3,052 | $2,345+30.1% | $2,915+4.7% | $2,756+10.7% |
| Participant deferral / active EE | $4,975 | $3,284+51.5% | $4,323+15.1% | $4,299+15.7% |
| Admin fee / account holder | $2,146 | $4,976-56.9% | $7,391-71.0% | $6,940-69.1% |