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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 | $23,277 | $157,304-85.2% | $141,197-83.5% | $152,909-84.8% |
| Participation rate | 87.5% | 84.8%+2.7pp | 82.5%+5.0pp | 82.5%+5.0pp |
| Annual return | 25.27% | 64.34%-39.1pp | 71.41%-46.1pp | 345.46%-320.2pp |
| Employer contribution / active EE | $1,800 | $5,263-65.8% | $4,736-62.0% | $4,764-62.2% |
| Participant deferral / active EE | $2,367 | $7,111-66.7% | $6,710-64.7% | $5,851-59.5% |
| Admin fee / account holder | $2,610 | $12,126-78.5% | $10,265-74.6% | $11,601-77.5% |