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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 | $38,206 | $154,193-75.2% | $130,045-70.6% | $139,466-72.6% |
| Participation rate | 85.7% | 82.0%+3.8pp | 78.5%+7.2pp | 80.3%+5.4pp |
| Annual return | 23.93% | 32.51%-8.6pp | -137.30%+161.2pp | 373.66%-349.7pp |
| Employer contribution / active EE | $1,873 | $5,292-64.6% | $4,321-56.7% | $4,754-60.6% |
| Participant deferral / active EE | $2,341 | $6,709-65.1% | $5,820-59.8% | $6,712-65.1% |
| Admin fee / account holder | $1,940 | $13,989-86.1% | $10,600-81.7% | $11,409-83.0% |