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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 | $25,492 | $105,198-75.8% | $159,455-84.0% | $85,856-70.3% |
| Participation rate | 90.9% | 75.8%+15.1pp | 82.8%+8.1pp | 69.3%+21.6pp |
| Annual return | 12.65% | 45.08%-32.4pp | 263.63%-251.0pp | 318.58%-305.9pp |
| Employer contribution / active EE | $2,564 | $3,319-22.8% | $4,830-46.9% | $2,565-0.1% |
| Participant deferral / active EE | $4,674 | $5,946-21.4% | $7,353-36.4% | $3,952+18.3% |
| Admin fee / account holder | $2,331 | $6,934-66.4% | $10,800-78.4% | $6,261-62.8% |