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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 | $20,242 | $115,810-82.5% | $101,271-80.0% | $158,966-87.3% |
| Participation rate | 93.3% | 79.4%+14.0pp | 75.8%+17.5pp | 82.0%+11.4pp |
| Annual return | 13.57% | 56.15%-42.6pp | 46.48%-32.9pp | 302.95%-289.4pp |
| Employer contribution / active EE | $1,659 | $4,175-60.3% | $3,660-54.7% | $4,762-65.2% |
| Participant deferral / active EE | $3,182 | $4,958-35.8% | $4,371-27.2% | $5,983-46.8% |
| Admin fee / account holder | $325 | $7,248-95.5% | $5,948-94.5% | $11,250-97.1% |