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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 | $17,948 | $101,063-82.2% | $81,473-78.0% | $147,586-87.8% |
| Participation rate | 86.7% | 74.5%+12.2pp | 68.0%+18.7pp | 82.8%+3.8pp |
| Annual return | 65.60% | 32.41%+33.2pp | 38.78%+26.8pp | 578.59%-513.0pp |
| Employer contribution / active EE | $2,303 | $3,206-28.2% | $2,568-10.3% | $4,876-52.8% |
| Participant deferral / active EE | $3,973 | $4,242-6.3% | $3,537+12.3% | $5,439-26.9% |
| Admin fee / account holder | $3,814 | $5,812-34.4% | $4,561-16.4% | $10,886-65.0% |