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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 | $31,349 | $118,875-73.6% | $96,572-67.5% | $167,553-81.3% |
| Participation rate | 87.5% | 75.5%+12.0pp | 69.8%+17.7pp | 82.1%+5.4pp |
| Annual return | 17.32% | 50.50%-33.2pp | 37.79%-20.5pp | 478.89%-461.6pp |
| Employer contribution / active EE | $1,803 | $3,121-42.2% | $2,357-23.5% | $4,840-62.8% |
| Participant deferral / active EE | $4,113 | $4,617-10.9% | $3,850+6.8% | $6,343-35.2% |
| Admin fee / account holder | $1,017 | $8,070-87.4% | $6,183-83.6% | $12,316-91.7% |