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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 | $49,210 | $63,346-22.3% | $92,239-46.6% | $70,124-29.8% |
| Participation rate | 92.4% | 68.7%+23.7pp | 76.5%+15.9pp | 69.5%+22.9pp |
| Annual return | 19.35% | 530.19%-510.8pp | 176.29%-156.9pp | 73.14%-53.8pp |
| Employer contribution / active EE | $1,767 | $2,471-28.5% | $3,680-52.0% | $2,342-24.6% |
| Participant deferral / active EE | $2,192 | $2,854-23.2% | $3,897-43.8% | $3,332-34.2% |
| Admin fee / account holder | $666 | $3,841-82.7% | $5,194-87.2% | $4,645-85.7% |