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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 | $52,159 | $154,365-66.2% | $130,231-59.9% | $139,456-62.6% |
| Participation rate | 88.2% | 79.9%+8.3pp | 76.3%+12.0pp | 80.3%+7.9pp |
| Annual return | 14.63% | 30.34%-15.7pp | 38.77%-24.1pp | 373.45%-358.8pp |
| Employer contribution / active EE | $16,567 | $5,170+220.5% | $4,126+301.6% | $4,753+248.6% |
| Participant deferral / active EE | $19,585 | $8,498+130.4% | $6,799+188.1% | $6,711+191.8% |
| Admin fee / account holder | $25,227 | $9,214+173.8% | $6,020+319.1% | $11,407+121.2% |