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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 | $23,888 | $73,518-67.5% | $63,005-62.1% | $147,585-83.8% |
| Participation rate | 94.7% | 77.9%+16.9pp | 74.8%+19.9pp | 82.8%+11.9pp |
| Annual return | 19.43% | 175.46%-156.0pp | 87.59%-68.2pp | 578.58%-559.2pp |
| Employer contribution / active EE | $1,148 | $3,322-65.4% | $2,760-58.4% | $4,876-76.5% |
| Participant deferral / active EE | $2,692 | $4,183-35.6% | $3,329-19.1% | $5,439-50.5% |
| Admin fee / account holder | $1,841 | $5,952-69.1% | $3,599-48.9% | $10,886-83.1% |