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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 | $60,504-61.9% | $81,882-71.8% | $74,478-69.0% |
| Participation rate | 70.4% | 62.9%+7.5pp | 72.4%-2.0pp | 67.2%+3.2pp |
| Annual return | 14.48% | 16.91%-2.4pp | 779.47%-765.0pp | 1370.56%-1356.1pp |
| Employer contribution / active EE | $983 | $2,627-62.6% | $2,916-66.3% | $2,626-62.6% |
| Participant deferral / active EE | $2,566 | $3,400-24.5% | $4,323-40.6% | $4,350-41.0% |
| Admin fee / account holder | $1,429 | $1,492-4.2% | $7,360-80.6% | $1,946-26.6% |