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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 | $36,988 | $105,158-64.8% | $94,672-60.9% | $139,487-73.5% |
| Participation rate | 88.9% | 82.4%+6.5pp | 80.8%+8.1pp | 80.3%+8.6pp |
| Annual return | 17.92% | 38.11%-20.2pp | 156.89%-139.0pp | 373.84%-355.9pp |
| Employer contribution / active EE | $2,310 | $4,107-43.8% | $3,673-37.1% | $4,755-51.4% |
| Participant deferral / active EE | $4,669 | $7,599-38.6% | $7,417-37.1% | $6,713-30.4% |
| Admin fee / account holder | $9,264 | $8,972+3.3% | $7,222+28.3% | $11,407-18.8% |