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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 | $7,684 | $154,754-95.0% | $124,206-93.8% | $138,895-94.5% |
| Participation rate | 81.8% | 75.5%+6.3pp | 69.6%+12.2pp | 79.9%+1.9pp |
| Annual return | 24.99% | 709.28%-684.3pp | 515.27%-490.3pp | 145.39%-120.4pp |
| Employer contribution / active EE | $2,045 | $4,446-54.0% | $3,540-42.2% | $4,194-51.3% |
| Participant deferral / active EE | $2,780 | $4,621-39.8% | $3,968-29.9% | $6,396-56.5% |
| Admin fee / account holder | $2,125 | $6,690-68.2% | $5,929-64.2% | $12,562-83.1% |