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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 | $17,502 | $57,330-69.5% | $86,656-79.8% | $75,177-76.7% |
| Participation rate | 72.5% | 63.2%+9.3pp | 71.7%+0.8pp | 67.2%+5.3pp |
| Annual return | 18.04% | 2675.40%-2657.4pp | 593.09%-575.1pp | 160.75%-142.7pp |
| Employer contribution / active EE | $3,074 | $2,316+32.7% | $3,025+1.6% | $2,671+15.1% |
| Participant deferral / active EE | $1,653 | $3,320-50.2% | $4,439-62.8% | $4,126-59.9% |
| Admin fee / account holder | $546 | $4,115-86.7% | $5,619-90.3% | $5,651-90.3% |