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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 | $31,826 | $150,346-78.8% | $120,524-73.6% | $145,877-78.2% |
| Participation rate | 83.3% | 78.8%+4.5pp | 71.9%+11.4pp | 80.3%+3.0pp |
| Annual return | 18.63% | 154.40%-135.8pp | 107.36%-88.7pp | 551.28%-532.7pp |
| Employer contribution / active EE | $1,605 | $4,353-63.1% | $3,469-53.7% | $4,663-65.6% |
| Participant deferral / active EE | $2,010 | $6,172-67.4% | $4,994-59.7% | $6,691-70.0% |
| Admin fee / account holder | $1,555 | $12,215-87.3% | $9,440-83.5% | $13,402-88.4% |