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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 | $28,382 | $77,145-63.2% | $108,410-73.8% | $85,856-66.9% |
| Participation rate | 90.2% | 74.7%+15.5pp | 80.1%+10.0pp | 69.3%+20.8pp |
| Annual return | 14.36% | 44.54%-30.2pp | 905.34%-891.0pp | 318.58%-304.2pp |
| Employer contribution / active EE | $726 | $2,379-69.5% | $3,558-79.6% | $2,565-71.7% |
| Participant deferral / active EE | $7,741 | $5,566+39.1% | $6,562+18.0% | $3,952+95.9% |
| Admin fee / account holder | $17,819 | $5,172+244.5% | $7,296+144.2% | $6,261+184.6% |