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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 | $24,276 | $60,139-59.6% | $90,461-73.2% | $79,856-69.6% |
| Participation rate | 96.9% | 65.0%+31.9pp | 72.7%+24.2pp | 69.6%+27.2pp |
| Annual return | 18.71% | 71.96%-53.2pp | 1294.76%-1276.1pp | 31.71%-13.0pp |
| Employer contribution / active EE | $4,238 | $2,069+104.9% | $3,264+29.8% | $2,471+71.5% |
| Participant deferral / active EE | $3,709 | $2,939+26.2% | $3,964-6.4% | $3,741-0.8% |
| Admin fee / account holder | $6,001 | $3,978+50.8% | $5,617+6.8% | $5,306+13.1% |