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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 | $25,718 | $57,312-55.1% | $86,617-70.3% | $75,181-65.8% |
| Participation rate | 87.5% | 63.2%+24.3pp | 71.7%+15.8pp | 67.2%+20.3pp |
| Annual return | 20.95% | 2672.78%-2651.8pp | 591.91%-571.0pp | 160.69%-139.7pp |
| Employer contribution / active EE | $1,205 | $2,315-47.9% | $3,023-60.1% | $2,671-54.9% |
| Participant deferral / active EE | $5,545 | $3,319+67.1% | $4,437+25.0% | $4,126+34.4% |
| Admin fee / account holder | $602 | $4,114-85.4% | $5,613-89.3% | $5,650-89.3% |