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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 | $23,509 | $112,131-79.0% | $95,964-75.5% | $158,982-85.2% |
| Participation rate | 95.5% | 79.0%+16.5pp | 77.1%+18.4pp | 82.0%+13.5pp |
| Annual return | 7.65% | 171.19%-163.5pp | 91.64%-84.0pp | 302.99%-295.3pp |
| Employer contribution / active EE | $879 | $3,199-72.5% | $2,541-65.4% | $4,763-81.5% |
| Participant deferral / active EE | $2,654 | $4,784-44.5% | $4,167-36.3% | $5,983-55.6% |
| Admin fee / account holder | $24,409 | $10,136+140.8% | $6,797+259.1% | $11,252+116.9% |