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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 | $38,278 | $105,864-63.8% | $90,162-57.5% | $147,585-74.1% |
| Participation rate | 93.8% | 79.7%+14.0pp | 76.9%+16.9pp | 82.8%+10.9pp |
| Annual return | 65.00% | 37.63%+27.4pp | 34.88%+30.1pp | 578.57%-513.6pp |
| Employer contribution / active EE | $1,577 | $4,126-61.8% | $3,318-52.5% | $4,876-67.7% |
| Participant deferral / active EE | $2,681 | $5,733-53.2% | $5,287-49.3% | $5,439-50.7% |
| Admin fee / account holder | $1,176 | $8,046-85.4% | $5,943-80.2% | $10,885-89.2% |