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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 | $23,463 | $65,555-64.2% | $86,216-72.8% | $75,173-68.8% |
| Participation rate | 90.0% | 60.5%+29.5pp | 69.0%+21.0pp | 67.2%+22.8pp |
| Annual return | 27.16% | 46.07%-18.9pp | 1169.42%-1142.3pp | 160.72%-133.6pp |
| Employer contribution / active EE | $3,585 | $1,553+130.8% | $2,382+50.5% | $2,671+34.2% |
| Participant deferral / active EE | $6,350 | $3,023+110.0% | $3,986+59.3% | $4,126+53.9% |
| Admin fee / account holder | $718 | $5,469-86.9% | $6,853-89.5% | $5,651-87.3% |