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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 | $23,910 | $68,097-64.9% | $62,929-62.0% | $137,256-82.6% |
| Participation rate | 85.7% | 77.4%+8.3pp | 73.1%+12.6pp | 80.0%+5.8pp |
| Annual return | 11.24% | 1859.11%-1847.9pp | 1063.93%-1052.7pp | 220.34%-209.1pp |
| Employer contribution / active EE | $1,434 | $2,811-49.0% | $2,505-42.8% | $4,156-65.5% |
| Participant deferral / active EE | $1,520 | $4,553-66.6% | $3,888-60.9% | $6,407-76.3% |
| Admin fee / account holder | $4,084 | $6,521-37.4% | $5,065-19.4% | $12,270-66.7% |