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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 | $24,454 | $73,397-66.7% | $178,014-86.3% | $74,546-67.2% |
| Participation rate | 71.7% | 66.6%+5.1pp | 77.1%-5.4pp | 67.2%+4.5pp |
| Annual return | 19.09% | 17.49%+1.6pp | 294.80%-275.7pp | 1366.03%-1346.9pp |
| Employer contribution / active EE | $3,146 | $2,217+41.9% | $3,950-20.4% | $2,624+19.9% |
| Participant deferral / active EE | $5,317 | $4,512+17.8% | $6,276-15.3% | $4,347+22.3% |
| Admin fee / account holder | $2,095 | $1,809+15.8% | $10,362-79.8% | $1,944+7.8% |