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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 | $42,546 | $115,814-63.3% | $101,275-58.0% | $158,982-73.2% |
| Participation rate | 91.7% | 79.4%+12.3pp | 75.8%+15.9pp | 82.0%+9.7pp |
| Annual return | 21.14% | 56.16%-35.0pp | 46.48%-25.3pp | 302.99%-281.8pp |
| Employer contribution / active EE | $2,171 | $4,176-48.0% | $3,660-40.7% | $4,763-54.4% |
| Participant deferral / active EE | $7,702 | $4,958+55.3% | $4,371+76.2% | $5,983+28.7% |
| Admin fee / account holder | $1,002 | $7,249-86.2% | $5,948-83.2% | $11,252-91.1% |