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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 | $36,750 | $165,939-77.9% | $122,354-70.0% | $147,586-75.1% |
| Participation rate | 90.5% | 79.6%+10.9pp | 71.6%+18.8pp | 82.8%+7.6pp |
| Annual return | 12.48% | 34.56%-22.1pp | 30.28%-17.8pp | 578.59%-566.1pp |
| Employer contribution / active EE | $1,146 | $5,754-80.1% | $4,051-71.7% | $4,876-76.5% |
| Participant deferral / active EE | $1,647 | $4,005-58.9% | $3,287-49.9% | $5,439-69.7% |
| Admin fee / account holder | $2,264 | $7,425-69.5% | $5,479-58.7% | $10,886-79.2% |