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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 | $23,230 | $65,434-64.5% | $98,483-76.4% | $85,847-72.9% |
| Participation rate | 95.0% | 65.0%+30.0pp | 73.3%+21.7pp | 69.3%+25.7pp |
| Annual return | 17.49% | 21.75%-4.3pp | 1494.38%-1476.9pp | 318.61%-301.1pp |
| Employer contribution / active EE | $834 | $2,169-61.5% | $2,961-71.8% | $2,565-67.5% |
| Participant deferral / active EE | $2,917 | $3,168-7.9% | $4,276-31.8% | $3,952-26.2% |
| Admin fee / account holder | $6,523 | $4,595+41.9% | $5,953+9.6% | $6,261+4.2% |