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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 | $24,506 | $70,121-65.1% | $63,803-61.6% | $138,895-82.4% |
| Participation rate | 95.2% | 77.2%+18.0pp | 72.7%+22.5pp | 79.9%+15.3pp |
| Annual return | 13.69% | 946.48%-932.8pp | 543.72%-530.0pp | 145.39%-131.7pp |
| Employer contribution / active EE | $933 | $2,882-67.6% | $2,532-63.2% | $4,194-77.8% |
| Participant deferral / active EE | $2,655 | $4,535-41.5% | $3,843-30.9% | $6,396-58.5% |
| Admin fee / account holder | $1,192 | $6,738-82.3% | $5,196-77.1% | $12,562-90.5% |