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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 | $20,338 | $65,440-68.9% | $98,506-79.4% | $85,851-76.3% |
| Participation rate | 92.9% | 65.0%+27.8pp | 73.3%+19.5pp | 69.3%+23.5pp |
| Annual return | 29.14% | 21.75%+7.4pp | 1494.92%-1465.8pp | 318.63%-289.5pp |
| Employer contribution / active EE | $1,539 | $2,169-29.0% | $2,961-48.0% | $2,565-40.0% |
| Participant deferral / active EE | $2,623 | $3,168-17.2% | $4,277-38.7% | $3,952-33.6% |
| Admin fee / account holder | $1,038 | $4,596-77.4% | $5,955-82.6% | $6,261-83.4% |