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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 | $24,125 | $53,128-54.6% | $86,582-72.1% | $70,126-65.6% |
| Participation rate | 94.3% | 65.3%+29.0pp | 73.5%+20.7pp | 69.5%+24.7pp |
| Annual return | 15.65% | 27.66%-12.0pp | 965.08%-949.4pp | 73.15%-57.5pp |
| Employer contribution / active EE | $3,689 | $2,068+78.4% | $2,839+29.9% | $2,343+57.5% |
| Participant deferral / active EE | $1,287 | $2,695-52.2% | $3,609-64.3% | $3,332-61.4% |
| Admin fee / account holder | $2,287 | $3,584-36.2% | $4,904-53.4% | $4,645-50.8% |