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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 | $24,837 | $107,030-76.8% | $73,550-66.2% | $147,586-83.2% |
| Participation rate | 89.5% | 66.4%+23.1pp | 54.9%+34.5pp | 82.8%+6.6pp |
| Annual return | 15.41% | 38.25%-22.8pp | -15.16%+30.6pp | 578.59%-563.2pp |
| Employer contribution / active EE | $3,141 | $1,760+78.4% | $1,219+157.6% | $4,876-35.6% |
| Participant deferral / active EE | $1,834 | $2,458-25.4% | $1,804+1.6% | $5,439-66.3% |
| Admin fee / account holder | $1,385 | $3,055-54.7% | $2,320-40.3% | $10,886-87.3% |