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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 | $36,161 | $115,796-68.8% | $101,264-64.3% | $158,950-77.3% |
| Participation rate | 90.9% | 79.4%+11.5pp | 75.8%+15.1pp | 82.0%+8.9pp |
| Annual return | 16.42% | 56.15%-39.7pp | 46.48%-30.1pp | 302.91%-286.5pp |
| Employer contribution / active EE | $1,495 | $4,175-64.2% | $3,660-59.2% | $4,762-68.6% |
| Participant deferral / active EE | $3,603 | $4,958-27.3% | $4,370-17.6% | $5,983-39.8% |
| Admin fee / account holder | $1,267 | $7,247-82.5% | $5,947-78.7% | $11,248-88.7% |