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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 | $19,651 | $114,119-82.8% | $107,187-81.7% | $138,895-85.9% |
| Participation rate | 90.9% | 78.1%+12.8pp | 75.0%+15.9pp | 79.9%+11.0pp |
| Annual return | 39.07% | 273.21%-234.1pp | 204.55%-165.5pp | 145.39%-106.3pp |
| Employer contribution / active EE | $1,237 | $4,059-69.5% | $3,782-67.3% | $4,194-70.5% |
| Participant deferral / active EE | $2,001 | $5,538-63.9% | $5,096-60.7% | $6,396-68.7% |
| Admin fee / account holder | $2,238 | $10,024-77.7% | $9,162-75.6% | $12,562-82.2% |