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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 | $23,481 | $69,118-66.0% | $53,647-56.2% | $138,895-83.1% |
| Participation rate | 90.5% | 64.0%+26.5pp | 56.3%+34.2pp | 79.9%+10.6pp |
| Annual return | 16.12% | 248.26%-232.1pp | 358.33%-342.2pp | 145.39%-129.3pp |
| Employer contribution / active EE | $1,681 | $1,189+41.4% | $962+74.8% | $4,194-59.9% |
| Participant deferral / active EE | $1,108 | $2,274-51.3% | $1,813-38.9% | $6,396-82.7% |
| Admin fee / account holder | $660 | $2,724-75.8% | $2,460-73.2% | $12,562-94.7% |