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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 | $25,615 | $62,177-58.8% | $81,370-68.5% | $74,478-65.6% |
| Participation rate | 73.6% | 64.1%+9.6pp | 69.5%+4.1pp | 67.2%+6.4pp |
| Annual return | 44.45% | 16.62%+27.8pp | 24.85%+19.6pp | 1370.56%-1326.1pp |
| Employer contribution / active EE | $1,473 | $1,881-21.7% | $2,464-40.2% | $2,626-43.9% |
| Participant deferral / active EE | $1,959 | $3,219-39.1% | $3,885-49.6% | $4,350-55.0% |
| Admin fee / account holder | $2,573 | $1,927+33.6% | $5,749-55.2% | $1,946+32.3% |