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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 | $91,086-82.3% | $203,872-92.1% | $86,983-81.5% |
| Participation rate | 96.3% | 65.8%+30.5pp | 77.8%+18.5pp | 69.5%+26.8pp |
| Annual return | 268.10% | 22.30%+245.8pp | 85.11%+183.0pp | 25.83%+242.3pp |
| Employer contribution / active EE | $1,531 | $2,063-25.8% | $3,757-59.3% | $2,584-40.8% |
| Participant deferral / active EE | $1,817 | $4,019-54.8% | $6,388-71.6% | $4,194-56.7% |
| Admin fee / account holder | $746 | $8,987-91.7% | $11,730-93.6% | $7,856-90.5% |