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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 | $26,864 | $65,434-58.9% | $98,483-72.7% | $85,847-68.7% |
| Participation rate | 91.7% | 65.0%+26.7pp | 73.3%+18.3pp | 69.3%+22.3pp |
| Annual return | 22.28% | 21.75%+0.5pp | 1494.38%-1472.1pp | 318.61%-296.3pp |
| Employer contribution / active EE | $3,214 | $2,169+48.2% | $2,961+8.6% | $2,565+25.3% |
| Participant deferral / active EE | $6,776 | $3,168+113.9% | $4,276+58.5% | $3,952+71.5% |
| Admin fee / account holder | $1,360 | $4,595-70.4% | $5,953-77.1% | $6,261-78.3% |