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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 | $16,129 | $84,953-81.0% | $163,379-90.1% | $82,637-80.5% |
| Participation rate | 96.3% | 65.9%+30.3pp | 76.8%+19.5pp | 68.1%+28.2pp |
| Annual return | 268.10% | 23.07%+245.0pp | 63.41%+204.7pp | 53.51%+214.6pp |
| Employer contribution / active EE | $1,531 | $2,183-29.9% | $3,752-59.2% | $2,552-40.0% |
| Participant deferral / active EE | $1,817 | $4,326-58.0% | $6,282-71.1% | $4,126-56.0% |
| Admin fee / account holder | $746 | $7,921-90.6% | $9,818-92.4% | $7,339-89.8% |