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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 | $20,545 | $96,643-78.7% | $86,617-76.3% | $139,456-85.3% |
| Participation rate | 87.5% | 74.4%+13.1pp | 71.7%+15.8pp | 80.3%+7.2pp |
| Annual return | 18.86% | 106.57%-87.7pp | 591.91%-573.1pp | 373.45%-354.6pp |
| Employer contribution / active EE | $1,520 | $3,264-53.4% | $3,023-49.7% | $4,753-68.0% |
| Participant deferral / active EE | $2,262 | $4,835-53.2% | $4,437-49.0% | $6,711-66.3% |
| Admin fee / account holder | $637 | $6,406-90.1% | $5,613-88.7% | $11,407-94.4% |