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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 | $22,428 | $157,304-85.7% | $141,197-84.1% | $152,909-85.3% |
| Participation rate | 84.2% | 84.8%-0.6pp | 82.5%+1.7pp | 82.5%+1.8pp |
| Annual return | 40.20% | 64.34%-24.1pp | 71.41%-31.2pp | 345.46%-305.3pp |
| Employer contribution / active EE | $1,865 | $5,263-64.6% | $4,736-60.6% | $4,764-60.8% |
| Participant deferral / active EE | $4,557 | $7,111-35.9% | $6,710-32.1% | $5,851-22.1% |
| Admin fee / account holder | $486 | $12,126-96.0% | $10,265-95.3% | $11,601-95.8% |