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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 | $7,007 | $70,366-90.0% | $66,674-89.5% | $138,895-95.0% |
| Participation rate | 88.9% | 76.2%+12.7pp | 73.7%+15.2pp | 79.9%+9.0pp |
| Annual return | 21.15% | 386.41%-365.3pp | 321.24%-300.1pp | 145.39%-124.2pp |
| Employer contribution / active EE | $1,183 | $2,765-57.2% | $2,620-54.8% | $4,194-71.8% |
| Participant deferral / active EE | $1,412 | $4,374-67.7% | $4,084-65.4% | $6,396-77.9% |
| Admin fee / account holder | $2,554 | $5,262-51.5% | $5,098-49.9% | $12,562-79.7% |