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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 | $26,878 | $65,434-58.9% | $98,483-72.7% | $85,847-68.7% |
| Participation rate | 80.0% | 65.0%+15.0pp | 73.3%+6.7pp | 69.3%+10.7pp |
| Annual return | 26.90% | 21.75%+5.1pp | 1494.38%-1467.5pp | 318.61%-291.7pp |
| Employer contribution / active EE | $1,990 | $2,169-8.2% | $2,961-32.8% | $2,565-22.4% |
| Participant deferral / active EE | $1,236 | $3,168-61.0% | $4,276-71.1% | $3,952-68.7% |
| Admin fee / account holder | $919 | $4,595-80.0% | $5,953-84.6% | $6,261-85.3% |