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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 | $24,604 | $92,766-73.5% | $82,763-70.3% | $134,545-81.7% |
| Participation rate | 86.7% | 75.2%+11.5pp | 72.6%+14.1pp | 81.2%+5.4pp |
| Annual return | 24.89% | 946.97%-922.1pp | 702.45%-677.6pp | 418.37%-393.5pp |
| Employer contribution / active EE | $1,752 | $3,273-46.5% | $3,008-41.8% | $4,742-63.1% |
| Participant deferral / active EE | $7,109 | $4,802+48.0% | $4,395+61.7% | $6,401+11.1% |
| Admin fee / account holder | $2,609 | $5,978-56.4% | $5,325-51.0% | $11,431-77.2% |