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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 | $23,607 | $85,766-72.5% | $136,297-82.7% | $70,124-66.3% |
| Participation rate | 98.4% | 74.2%+24.2pp | 81.9%+16.5pp | 69.5%+28.8pp |
| Annual return | 20.84% | 31.45%-10.6pp | 5156.19%-5135.4pp | 73.14%-52.3pp |
| Employer contribution / active EE | $689 | $2,966-76.8% | $4,696-85.3% | $2,342-70.6% |
| Participant deferral / active EE | $8,040 | $5,051+59.2% | $6,247+28.7% | $3,332+141.3% |
| Admin fee / account holder | $8,909 | $5,420+64.4% | $9,244-3.6% | $4,645+91.8% |