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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 | $20,940 | $63,346-66.9% | $92,240-77.3% | $70,126-70.1% |
| Participation rate | 85.2% | 68.7%+16.5pp | 76.5%+8.7pp | 69.5%+15.6pp |
| Annual return | 18.79% | 530.19%-511.4pp | 176.29%-157.5pp | 73.15%-54.4pp |
| Employer contribution / active EE | $1,180 | $2,471-52.2% | $3,680-67.9% | $2,343-49.6% |
| Participant deferral / active EE | $3,054 | $2,854+7.0% | $3,897-21.6% | $3,332-8.3% |
| Admin fee / account holder | $495 | $3,841-87.1% | $5,194-90.5% | $4,645-89.4% |