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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 | $23,887 | $69,118-65.4% | $53,647-55.5% | $138,895-82.8% |
| Participation rate | 80.0% | 64.0%+16.0pp | 56.3%+23.7pp | 79.9%+0.1pp |
| Annual return | 19.09% | 248.26%-229.2pp | 358.33%-339.2pp | 145.39%-126.3pp |
| Employer contribution / active EE | $1,209 | $1,189+1.6% | $962+25.6% | $4,194-71.2% |
| Participant deferral / active EE | $2,682 | $2,274+17.9% | $1,813+47.9% | $6,396-58.1% |
| Admin fee / account holder | $1,171 | $2,724-57.0% | $2,460-52.4% | $12,562-90.7% |