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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 | $23,065 | $60,261-61.7% | $81,783-71.8% | $74,546-69.1% |
| Participation rate | 70.4% | 62.9%+7.5pp | 72.4%-2.0pp | 67.2%+3.2pp |
| Annual return | 14.48% | 16.88%-2.4pp | 775.05%-760.6pp | 1366.03%-1351.6pp |
| Employer contribution / active EE | $983 | $2,622-62.5% | $2,913-66.3% | $2,624-62.6% |
| Participant deferral / active EE | $2,566 | $3,388-24.2% | $4,320-40.6% | $4,347-41.0% |
| Admin fee / account holder | $1,429 | $1,482-3.6% | $7,380-80.6% | $1,944-26.5% |