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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 | $12,412 | $57,305-78.3% | $86,640-85.7% | $75,173-83.5% |
| Participation rate | 79.1% | 63.2%+15.9pp | 71.7%+7.4pp | 67.2%+11.9pp |
| Annual return | 19.88% | 2674.24%-2654.4pp | 592.52%-572.6pp | 160.72%-140.8pp |
| Employer contribution / active EE | $806 | $2,316-65.2% | $3,024-73.3% | $2,671-69.8% |
| Participant deferral / active EE | $1,543 | $3,320-53.5% | $4,438-65.2% | $4,126-62.6% |
| Admin fee / account holder | $499 | $4,116-87.9% | $5,616-91.1% | $5,651-91.2% |