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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 | $41,463 | $72,071-42.5% | $68,368-39.4% | $137,256-69.8% |
| Participation rate | 93.8% | 76.2%+17.5pp | 73.8%+20.0pp | 80.0%+13.8pp |
| Annual return | 22.18% | 353.14%-331.0pp | 292.57%-270.4pp | 220.34%-198.2pp |
| Employer contribution / active EE | $2,960 | $2,788+6.2% | $2,649+11.7% | $4,156-28.8% |
| Participant deferral / active EE | $2,672 | $4,410-39.4% | $4,123-35.2% | $6,407-58.3% |
| Admin fee / account holder | $385 | $5,336-92.8% | $5,150-92.5% | $12,270-96.9% |