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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 | $24,584 | $63,703-61.4% | $93,063-73.6% | $82,448-70.2% |
| Participation rate | 97.2% | 63.8%+33.4pp | 72.1%+25.1pp | 68.1%+29.2pp |
| Annual return | 20.60% | -775.43%+796.0pp | 34.15%-13.6pp | 41.64%-21.0pp |
| Employer contribution / active EE | $3,388 | $1,729+96.0% | $2,476+36.8% | $2,551+32.8% |
| Participant deferral / active EE | $1,663 | $2,919-43.0% | $3,958-58.0% | $4,139-59.8% |
| Admin fee / account holder | $1,494 | $5,982-75.0% | $6,033-75.2% | $7,234-79.4% |