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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 | $28,588 | $150,412-81.0% | $120,574-76.3% | $145,884-80.4% |
| Participation rate | 85.0% | 78.8%+6.2pp | 71.9%+13.1pp | 80.3%+4.7pp |
| Annual return | 14.02% | 154.50%-140.5pp | 107.42%-93.4pp | 551.85%-537.8pp |
| Employer contribution / active EE | $1,962 | $4,355-54.9% | $3,471-43.5% | $4,662-57.9% |
| Participant deferral / active EE | $2,744 | $6,175-55.6% | $4,996-45.1% | $6,690-59.0% |
| Admin fee / account holder | $3,188 | $12,224-73.9% | $9,445-66.2% | $13,392-76.2% |