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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 | $24,196 | $61,125-60.4% | $94,057-74.3% | $87,485-72.3% |
| Participation rate | 92.3% | 64.1%+28.2pp | 73.3%+19.0pp | 68.9%+23.4pp |
| Annual return | 23.22% | 35.20%-12.0pp | 480.62%-457.4pp | 26.06%-2.8pp |
| Employer contribution / active EE | $4,936 | $2,136+131.0% | $2,933+68.3% | $2,596+90.1% |
| Participant deferral / active EE | $6,807 | $3,260+108.8% | $4,709+44.5% | $4,274+59.3% |
| Admin fee / account holder | $1,200 | $5,629-78.7% | $7,244-83.4% | $7,775-84.6% |