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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 | $25,595 | $65,434-60.9% | $98,483-74.0% | $85,847-70.2% |
| Participation rate | 79.5% | 65.0%+14.5pp | 73.3%+6.2pp | 69.3%+10.2pp |
| Annual return | 28.35% | 21.75%+6.6pp | 1494.38%-1466.0pp | 318.61%-290.3pp |
| Employer contribution / active EE | $697 | $2,169-67.9% | $2,961-76.5% | $2,565-72.8% |
| Participant deferral / active EE | $1,577 | $3,168-50.2% | $4,276-63.1% | $3,952-60.1% |
| Admin fee / account holder | $1,092 | $4,595-76.2% | $5,953-81.6% | $6,261-82.6% |