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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 | $46,612 | $85,766-45.7% | $136,298-65.8% | $70,126-33.5% |
| Participation rate | 97.6% | 74.2%+23.5pp | 81.9%+15.7pp | 69.5%+28.1pp |
| Annual return | 19.64% | 31.46%-11.8pp | 5156.27%-5136.6pp | 73.15%-53.5pp |
| Employer contribution / active EE | $905 | $2,966-69.5% | $4,696-80.7% | $2,343-61.4% |
| Participant deferral / active EE | $2,446 | $5,051-51.6% | $6,247-60.9% | $3,332-26.6% |
| Admin fee / account holder | $1,543 | $5,421-71.5% | $9,244-83.3% | $4,645-66.8% |