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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 | $24,979 | $65,555-61.9% | $86,216-71.0% | $75,173-66.8% |
| Participation rate | 72.4% | 60.5%+11.9pp | 69.0%+3.5pp | 67.2%+5.2pp |
| Annual return | 14.23% | 46.07%-31.8pp | 1169.42%-1155.2pp | 160.72%-146.5pp |
| Employer contribution / active EE | $873 | $1,553-43.8% | $2,382-63.3% | $2,671-67.3% |
| Participant deferral / active EE | $4,987 | $3,023+65.0% | $3,986+25.1% | $4,126+20.9% |
| Admin fee / account holder | $2,237 | $5,469-59.1% | $6,853-67.4% | $5,651-60.4% |