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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 | $36,098 | $70,366-48.7% | $66,674-45.9% | $138,895-74.0% |
| Participation rate | 85.7% | 76.2%+9.5pp | 73.7%+12.0pp | 79.9%+5.8pp |
| Annual return | 15.67% | 386.41%-370.7pp | 321.24%-305.6pp | 145.39%-129.7pp |
| Employer contribution / active EE | $1,998 | $2,765-27.7% | $2,620-23.7% | $4,194-52.4% |
| Participant deferral / active EE | $3,369 | $4,374-23.0% | $4,084-17.5% | $6,396-47.3% |
| Admin fee / account holder | $346 | $5,262-93.4% | $5,098-93.2% | $12,562-97.2% |