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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 | $37,360 | $76,368-51.1% | $67,681-44.8% | $154,746-75.9% |
| Participation rate | 88.9% | 79.0%+9.9pp | 73.7%+15.2pp | 80.7%+8.2pp |
| Annual return | 17.61% | 1066.77%-1049.2pp | 590.58%-573.0pp | 172.34%-154.7pp |
| Employer contribution / active EE | $2,309 | $3,151-26.7% | $2,678-13.8% | $4,379-47.3% |
| Participant deferral / active EE | $3,762 | $4,824-22.0% | $3,976-5.4% | $6,730-44.1% |
| Admin fee / account holder | $1,961 | $8,559-77.1% | $6,100-67.8% | $14,365-86.3% |