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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 | $26,305 | $232,540-88.7% | $185,117-85.8% | $147,586-82.2% |
| Participation rate | 92.9% | 82.4%+10.5pp | 77.3%+15.6pp | 82.8%+10.0pp |
| Annual return | 13.74% | 43.03%-29.3pp | 40.50%-26.8pp | 578.59%-564.9pp |
| Employer contribution / active EE | $1,205 | $5,195-76.8% | $4,182-71.2% | $4,876-75.3% |
| Participant deferral / active EE | $2,265 | $5,834-61.2% | $5,045-55.1% | $5,439-58.4% |
| Admin fee / account holder | $2,222 | $10,275-78.4% | $8,159-72.8% | $10,886-79.6% |