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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 | $24,771 | $102,595-75.9% | $94,057-73.7% | $154,746-84.0% |
| Participation rate | 92.9% | 76.0%+16.9pp | 73.3%+19.5pp | 80.7%+12.2pp |
| Annual return | 20.25% | 583.42%-563.2pp | 480.62%-460.4pp | 172.34%-152.1pp |
| Employer contribution / active EE | $1,327 | $3,147-57.8% | $2,933-54.8% | $4,379-69.7% |
| Participant deferral / active EE | $2,164 | $5,118-57.7% | $4,709-54.0% | $6,730-67.8% |
| Admin fee / account holder | $1,150 | $7,736-85.1% | $7,244-84.1% | $14,365-92.0% |