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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 | $26,762 | $65,434-59.1% | $98,483-72.8% | $85,847-68.8% |
| Participation rate | 84.6% | 65.0%+19.6pp | 73.3%+11.3pp | 69.3%+15.3pp |
| Annual return | 24.76% | 21.75%+3.0pp | 1494.38%-1469.6pp | 318.61%-293.9pp |
| Employer contribution / active EE | $305 | $2,169-85.9% | $2,961-89.7% | $2,565-88.1% |
| Participant deferral / active EE | $1,140 | $3,168-64.0% | $4,276-73.3% | $3,952-71.1% |
| Admin fee / account holder | $3,611 | $4,595-21.4% | $5,953-39.3% | $6,261-42.3% |