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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 | $66,641 | $105,210-36.7% | $159,487-58.2% | $85,851-22.4% |
| Participation rate | 98.9% | 75.8%+23.1pp | 82.8%+16.0pp | 69.3%+29.5pp |
| Annual return | 15.44% | 45.08%-29.6pp | 263.71%-248.3pp | 318.63%-303.2pp |
| Employer contribution / active EE | $2,272 | $3,319-31.6% | $4,831-53.0% | $2,565-11.5% |
| Participant deferral / active EE | $3,354 | $5,946-43.6% | $7,354-54.4% | $3,952-15.1% |
| Admin fee / account holder | $4,619 | $6,934-33.4% | $10,804-57.2% | $6,261-26.2% |