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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 | $28,618 | $102,595-72.1% | $94,057-69.6% | $154,746-81.5% |
| Participation rate | 88.9% | 76.0%+12.9pp | 73.3%+15.5pp | 80.7%+8.2pp |
| Annual return | 18.64% | 583.42%-564.8pp | 480.62%-462.0pp | 172.34%-153.7pp |
| Employer contribution / active EE | $2,246 | $3,147-28.6% | $2,933-23.4% | $4,379-48.7% |
| Participant deferral / active EE | $3,713 | $5,118-27.5% | $4,709-21.2% | $6,730-44.8% |
| Admin fee / account holder | $640 | $7,736-91.7% | $7,244-91.2% | $14,365-95.5% |