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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 | $30,464 | $53,127-42.7% | $86,587-64.8% | $70,131-56.6% |
| Participation rate | 79.7% | 65.3%+14.4pp | 73.5%+6.2pp | 69.5%+10.2pp |
| Annual return | 55.14% | 27.66%+27.5pp | 964.86%-909.7pp | 73.14%-18.0pp |
| Employer contribution / active EE | $708 | $2,068-65.8% | $2,839-75.1% | $2,342-69.8% |
| Participant deferral / active EE | $1,839 | $2,696-31.8% | $3,609-49.0% | $3,332-44.8% |
| Admin fee / account holder | $1,912 | $3,585-46.7% | $4,906-61.0% | $4,645-58.8% |