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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 | $23,157 | $167,030-86.1% | $135,768-82.9% | $155,188-85.1% |
| Participation rate | 88.9% | 76.2%+12.7pp | 71.1%+17.8pp | 80.8%+8.1pp |
| Annual return | 18.34% | 678.39%-660.1pp | 526.10%-507.8pp | 148.84%-130.5pp |
| Employer contribution / active EE | $3,056 | $4,132-26.1% | $3,394-10.0% | $4,248-28.1% |
| Participant deferral / active EE | $3,741 | $4,528-17.4% | $3,977-5.9% | $6,531-42.7% |
| Admin fee / account holder | $2,127 | $8,172-74.0% | $7,048-69.8% | $14,480-85.3% |