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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 | $27,942 | $109,967-74.6% | $97,197-71.3% | $145,877-80.8% |
| Participation rate | 86.7% | 76.0%+10.7pp | 72.7%+14.0pp | 80.3%+6.4pp |
| Annual return | 12.86% | 244.27%-231.4pp | 75.47%-62.6pp | 551.28%-538.4pp |
| Employer contribution / active EE | $1,551 | $3,077-49.6% | $2,723-43.0% | $4,663-66.7% |
| Participant deferral / active EE | $5,369 | $4,676+14.8% | $4,263+25.9% | $6,691-19.8% |
| Admin fee / account holder | $3,468 | $6,199-44.1% | $5,637-38.5% | $13,402-74.1% |