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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 | $18,954 | $55,446-65.8% | $155,574-87.8% | $74,429-74.5% |
| Participation rate | 74.3% | 61.9%+12.4pp | 78.2%-4.0pp | 67.2%+7.0pp |
| Annual return | 26.45% | 269.20%-242.8pp | 64.87%-38.4pp | 1368.38%-1341.9pp |
| Employer contribution / active EE | $1,977 | $2,266-12.7% | $4,676-57.7% | $2,625-24.7% |
| Participant deferral / active EE | $2,552 | $2,836-10.0% | $5,629-54.7% | $4,348-41.3% |
| Admin fee / account holder | $1,382 | $1,743-20.7% | $15,914-91.3% | $1,944-28.9% |