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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 | $20,421 | $103,008-80.2% | $90,304-77.4% | $152,897-86.6% |
| Participation rate | 95.7% | 75.9%+19.8pp | 73.3%+22.4pp | 82.5%+13.2pp |
| Annual return | 14.60% | 95.22%-80.6pp | 78.13%-63.5pp | 345.43%-330.8pp |
| Employer contribution / active EE | $639 | $3,139-79.6% | $2,855-77.6% | $4,764-86.6% |
| Participant deferral / active EE | $1,276 | $4,281-70.2% | $3,885-67.2% | $5,851-78.2% |
| Admin fee / account holder | $2,052 | $6,175-66.8% | $5,354-61.7% | $11,599-82.3% |