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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 | $21,572 | $81,696-73.6% | $70,494-69.4% | $158,982-86.4% |
| Participation rate | 90.5% | 77.7%+12.7pp | 75.1%+15.4pp | 82.0%+8.5pp |
| Annual return | 18.32% | 208.70%-190.4pp | 109.16%-90.8pp | 302.99%-284.7pp |
| Employer contribution / active EE | $555 | $3,220-82.8% | $2,738-79.7% | $4,763-88.4% |
| Participant deferral / active EE | $2,839 | $4,558-37.7% | $3,711-23.5% | $5,983-52.6% |
| Admin fee / account holder | $3,755 | $6,200-39.4% | $3,848-2.4% | $11,252-66.6% |