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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 | $31,779 | $95,406-66.7% | $185,849-82.9% | $85,847-63.0% |
| Participation rate | 96.4% | 68.8%+27.7pp | 81.7%+14.7pp | 69.3%+27.1pp |
| Annual return | 16.54% | 23.59%-7.0pp | 122.10%-105.6pp | 318.61%-302.1pp |
| Employer contribution / active EE | $1,947 | $3,314-41.2% | $5,169-62.3% | $2,565-24.1% |
| Participant deferral / active EE | $3,759 | $3,424+9.8% | $5,569-32.5% | $3,952-4.9% |
| Admin fee / account holder | $3,513 | $7,214-51.3% | $16,244-78.4% | $6,261-43.9% |