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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 | $20,364 | $65,434-68.9% | $98,483-79.3% | $85,847-76.3% |
| Participation rate | 93.7% | 65.0%+28.7pp | 73.3%+20.3pp | 69.3%+24.4pp |
| Annual return | 18.06% | 21.75%-3.7pp | 1494.38%-1476.3pp | 318.61%-300.5pp |
| Employer contribution / active EE | $2,059 | $2,169-5.1% | $2,961-30.5% | $2,565-19.8% |
| Participant deferral / active EE | $3,055 | $3,168-3.6% | $4,276-28.6% | $3,952-22.7% |
| Admin fee / account holder | $2,184 | $4,595-52.5% | $5,953-63.3% | $6,261-65.1% |