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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 | $39,578 | $108,897-63.7% | $100,378-60.6% | $145,877-72.9% |
| Participation rate | 85.0% | 83.0%+2.0pp | 81.5%+3.5pp | 80.3%+4.7pp |
| Annual return | 11.77% | 58.17%-46.4pp | 49.41%-37.6pp | 551.28%-539.5pp |
| Employer contribution / active EE | $1,822 | $4,420-58.8% | $3,942-53.8% | $4,663-60.9% |
| Participant deferral / active EE | $4,392 | $8,455-48.1% | $8,087-45.7% | $6,691-34.4% |
| Admin fee / account holder | $2,240 | $9,690-76.9% | $7,899-71.6% | $13,402-83.3% |