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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 | $18,412 | $53,063-65.3% | $124,206-85.2% | $82,637-77.7% |
| Participation rate | 92.4% | 58.4%+34.0pp | 69.6%+22.8pp | 68.1%+24.4pp |
| Annual return | 20.25% | 68.87%-48.6pp | 515.27%-495.0pp | 53.51%-33.3pp |
| Employer contribution / active EE | $1,683 | $1,530+10.0% | $3,540-52.4% | $2,552-34.0% |
| Participant deferral / active EE | $2,246 | $2,644-15.0% | $3,968-43.4% | $4,126-45.6% |
| Admin fee / account holder | $345 | $4,281-91.9% | $5,929-94.2% | $7,339-95.3% |