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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 | $19,889 | $63,346-68.6% | $92,239-78.4% | $70,124-71.6% |
| Participation rate | 96.8% | 68.7%+28.1pp | 76.5%+20.3pp | 69.5%+27.2pp |
| Annual return | 28.63% | 530.19%-501.6pp | 176.29%-147.7pp | 73.14%-44.5pp |
| Employer contribution / active EE | $5,042 | $2,471+104.0% | $3,680+37.0% | $2,342+115.2% |
| Participant deferral / active EE | $3,026 | $2,854+6.0% | $3,897-22.4% | $3,332-9.2% |
| Admin fee / account holder | $851 | $3,841-77.8% | $5,194-83.6% | $4,645-81.7% |