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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 | $36,885 | $103,038-64.2% | $90,324-59.2% | $152,909-75.9% |
| Participation rate | 82.6% | 75.9%+6.7pp | 73.3%+9.3pp | 82.5%+0.2pp |
| Annual return | 23.27% | 95.25%-72.0pp | 78.15%-54.9pp | 345.46%-322.2pp |
| Employer contribution / active EE | $2,516 | $3,141-19.9% | $2,856-11.9% | $4,764-47.2% |
| Participant deferral / active EE | $6,019 | $4,282+40.6% | $3,885+54.9% | $5,851+2.9% |
| Admin fee / account holder | $1,088 | $6,177-82.4% | $5,356-79.7% | $11,601-90.6% |