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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 | $21,875 | $65,440-66.6% | $98,506-77.8% | $85,851-74.5% |
| Participation rate | 96.8% | 65.0%+31.8pp | 73.3%+23.4pp | 69.3%+27.5pp |
| Annual return | 23.92% | 21.75%+2.2pp | 1494.92%-1471.0pp | 318.63%-294.7pp |
| Employer contribution / active EE | $1,201 | $2,169-44.6% | $2,961-59.4% | $2,565-53.2% |
| Participant deferral / active EE | $2,943 | $3,168-7.1% | $4,277-31.2% | $3,952-25.5% |
| Admin fee / account holder | $1,628 | $4,596-64.6% | $5,955-72.7% | $6,261-74.0% |