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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 | $36,773 | $58,258-36.9% | $81,820-55.1% | $80,925-54.6% |
| Participation rate | 84.8% | 63.5%+21.3pp | 72.4%+12.4pp | 67.7%+17.1pp |
| Annual return | 11.54% | 41.76%-30.2pp | 777.93%-766.4pp | 35.65%-24.1pp |
| Employer contribution / active EE | $9,104 | $2,345+288.2% | $2,915+212.3% | $2,756+230.3% |
| Participant deferral / active EE | $1,277 | $3,284-61.1% | $4,323-70.5% | $4,299-70.3% |
| Admin fee / account holder | $2,200 | $4,976-55.8% | $7,391-70.2% | $6,940-68.3% |