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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 | $25,362 | $103,038-75.4% | $90,324-71.9% | $152,909-83.4% |
| Participation rate | 93.3% | 75.9%+17.5pp | 73.3%+20.1pp | 82.5%+10.9pp |
| Annual return | 22.24% | 95.25%-73.0pp | 78.15%-55.9pp | 345.46%-323.2pp |
| Employer contribution / active EE | $890 | $3,141-71.7% | $2,856-68.8% | $4,764-81.3% |
| Participant deferral / active EE | $1,705 | $4,282-60.2% | $3,885-56.1% | $5,851-70.9% |
| Admin fee / account holder | $8,305 | $6,177+34.4% | $5,356+55.1% | $11,601-28.4% |