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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 | $37,968 | $58,275-34.8% | $81,844-53.6% | $80,935-53.1% |
| Participation rate | 92.0% | 63.5%+28.5pp | 72.4%+19.6pp | 67.7%+24.3pp |
| Annual return | 12.31% | 41.82%-29.5pp | 778.87%-766.6pp | 35.66%-23.3pp |
| Employer contribution / active EE | $4,091 | $2,346+74.4% | $2,916+40.3% | $2,757+48.4% |
| Participant deferral / active EE | $2,106 | $3,285-35.9% | $4,323-51.3% | $4,299-51.0% |
| Admin fee / account holder | $13,253 | $4,749+179.1% | $7,355+80.2% | $6,924+91.4% |