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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 | $22,166 | $72,071-69.2% | $68,368-67.6% | $137,256-83.9% |
| Participation rate | 87.5% | 76.2%+11.3pp | 73.8%+13.7pp | 80.0%+7.5pp |
| Annual return | 18.96% | 353.14%-334.2pp | 292.57%-273.6pp | 220.34%-201.4pp |
| Employer contribution / active EE | $1,395 | $2,788-50.0% | $2,649-47.3% | $4,156-66.4% |
| Participant deferral / active EE | $3,887 | $4,410-11.9% | $4,123-5.7% | $6,407-39.3% |
| Admin fee / account holder | $653 | $5,336-87.8% | $5,150-87.3% | $12,270-94.7% |