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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 | $23,269 | $65,423-64.4% | $98,477-76.4% | $85,856-72.9% |
| Participation rate | 90.9% | 65.0%+25.9pp | 73.3%+17.6pp | 69.3%+21.6pp |
| Annual return | 17.76% | 21.76%-4.0pp | 1493.59%-1475.8pp | 318.58%-300.8pp |
| Employer contribution / active EE | $2,438 | $2,168+12.4% | $2,961-17.7% | $2,565-5.0% |
| Participant deferral / active EE | $3,118 | $3,167-1.5% | $4,276-27.1% | $3,952-21.1% |
| Admin fee / account holder | $2,328 | $4,594-49.3% | $5,951-60.9% | $6,261-62.8% |