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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 | $92,133 | $165,939-44.5% | $122,354-24.7% | $147,586-37.6% |
| Participation rate | 83.3% | 79.6%+3.8pp | 71.6%+11.7pp | 82.8%+0.5pp |
| Annual return | 20.58% | 34.56%-14.0pp | 30.28%-9.7pp | 578.59%-558.0pp |
| Employer contribution / active EE | $1,042 | $5,754-81.9% | $4,051-74.3% | $4,876-78.6% |
| Participant deferral / active EE | $2,083 | $4,005-48.0% | $3,287-36.6% | $5,439-61.7% |
| Admin fee / account holder | $4,611 | $7,425-37.9% | $5,479-15.8% | $10,886-57.6% |