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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 | $72,071-49.9% | $68,368-47.2% | $137,256-73.7% |
| Participation rate | 85.7% | 76.2%+9.5pp | 73.8%+12.0pp | 80.0%+5.8pp |
| Annual return | 15.67% | 353.14%-337.5pp | 292.57%-276.9pp | 220.34%-204.7pp |
| Employer contribution / active EE | $1,998 | $2,788-28.3% | $2,649-24.6% | $4,156-51.9% |
| Participant deferral / active EE | $3,369 | $4,410-23.6% | $4,123-18.3% | $6,407-47.4% |
| Admin fee / account holder | $346 | $5,336-93.5% | $5,150-93.3% | $12,270-97.2% |