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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 | $32,893 | $72,071-54.4% | $68,368-51.9% | $137,256-76.0% |
| Participation rate | 95.2% | 76.2%+19.0pp | 73.8%+21.5pp | 80.0%+15.3pp |
| Annual return | 15.67% | 353.14%-337.5pp | 292.57%-276.9pp | 220.34%-204.7pp |
| Employer contribution / active EE | $2,716 | $2,788-2.6% | $2,649+2.5% | $4,156-34.7% |
| Participant deferral / active EE | $2,440 | $4,410-44.7% | $4,123-40.8% | $6,407-61.9% |
| Admin fee / account holder | $2,332 | $5,336-56.3% | $5,150-54.7% | $12,270-81.0% |