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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 | $23,906 | $111,535-78.6% | $105,223-77.3% | $137,256-82.6% |
| Participation rate | 87.5% | 78.1%+9.4pp | 75.0%+12.5pp | 80.0%+7.5pp |
| Annual return | 19.00% | 237.85%-218.9pp | 180.65%-161.6pp | 220.34%-201.3pp |
| Employer contribution / active EE | $0 | $3,939-100.0% | $3,689-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $2,421 | $5,500-56.0% | $5,072-52.3% | $6,407-62.2% |
| Admin fee / account holder | $1,786 | $9,721-81.6% | $8,859-79.8% | $12,270-85.4% |