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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 | $31,684 | $29,319+8.1% | $52,425-39.6% | $82,448-61.6% |
| Participation rate | 90.2% | 46.9%+43.4pp | 55.6%+34.6pp | 68.1%+22.2pp |
| Annual return | 20.05% | 535.20%-515.1pp | 302.12%-282.1pp | 41.64%-21.6pp |
| Employer contribution / active EE | $3,110 | $586+430.3% | $914+240.2% | $2,551+21.9% |
| Participant deferral / active EE | $2,388 | $1,171+103.9% | $1,790+33.4% | $4,139-42.3% |
| Admin fee / account holder | $554 | $1,962-71.8% | $2,495-77.8% | $7,234-92.3% |