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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 | $68,671 | $85,171-19.4% | $172,753-60.2% | $72,976-5.9% |
| Participation rate | 99.0% | 70.1%+28.9pp | 82.6%+16.3pp | 69.5%+29.5pp |
| Annual return | 23.28% | 27.32%-4.0pp | 803.00%-779.7pp | 81.02%-57.7pp |
| Employer contribution / active EE | $2,842 | $3,324-14.5% | $5,144-44.7% | $2,440+16.5% |
| Participant deferral / active EE | $2,469 | $3,260-24.2% | $5,198-52.5% | $3,608-31.6% |
| Admin fee / account holder | $2,840 | $5,880-51.7% | $13,956-79.7% | $5,124-44.6% |