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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 | $29,134 | $109,344-73.4% | $89,400-67.4% | $158,950-81.7% |
| Participation rate | 85.7% | 74.3%+11.4pp | 68.0%+17.7pp | 82.0%+3.8pp |
| Annual return | 17.32% | 345.73%-328.4pp | 245.64%-228.3pp | 302.91%-285.6pp |
| Employer contribution / active EE | $1,246 | $3,170-60.7% | $2,586-51.8% | $4,762-73.8% |
| Participant deferral / active EE | $2,639 | $4,599-42.6% | $3,890-32.2% | $5,983-55.9% |
| Admin fee / account holder | $1,020 | $6,154-83.4% | $4,882-79.1% | $11,248-90.9% |