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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 | $42,328 | $63,346-33.2% | $92,240-54.1% | $70,126-39.6% |
| Participation rate | 91.1% | 68.7%+22.5pp | 76.5%+14.7pp | 69.5%+21.6pp |
| Annual return | 19.44% | 530.19%-510.7pp | 176.29%-156.9pp | 73.15%-53.7pp |
| Employer contribution / active EE | $1,366 | $2,471-44.7% | $3,680-62.9% | $2,343-41.7% |
| Participant deferral / active EE | $4,215 | $2,854+47.7% | $3,897+8.2% | $3,332+26.5% |
| Admin fee / account holder | $1,146 | $3,841-70.2% | $5,194-77.9% | $4,645-75.3% |