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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 | $30,493 | $107,941-71.8% | $91,994-66.9% | $152,909-80.1% |
| Participation rate | 90.9% | 81.2%+9.7pp | 78.6%+12.3pp | 82.5%+8.5pp |
| Annual return | 23.31% | 89.28%-66.0pp | 69.04%-45.7pp | 345.46%-322.2pp |
| Employer contribution / active EE | $2,516 | $4,212-40.3% | $3,453-27.1% | $4,764-47.2% |
| Participant deferral / active EE | $3,441 | $6,366-45.9% | $5,924-41.9% | $5,851-41.2% |
| Admin fee / account holder | $2,698 | $10,521-74.4% | $7,744-65.2% | $11,601-76.7% |