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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 | $65,643 | $81,643-19.6% | $70,462-6.8% | $158,950-58.7% |
| Participation rate | 92.3% | 77.7%+14.6pp | 75.1%+17.2pp | 82.0%+10.3pp |
| Annual return | 13.69% | 208.51%-194.8pp | 109.08%-95.4pp | 302.91%-289.2pp |
| Employer contribution / active EE | $1,020 | $3,218-68.3% | $2,737-62.7% | $4,762-78.6% |
| Participant deferral / active EE | $2,351 | $4,555-48.4% | $3,710-36.6% | $5,983-60.7% |
| Admin fee / account holder | $1,721 | $6,194-72.2% | $3,845-55.3% | $11,248-84.7% |