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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 | $118,854-73.6% | $96,565-67.5% | $167,497-81.3% |
| Participation rate | 87.5% | 75.5%+12.0pp | 69.8%+17.7pp | 82.1%+5.4pp |
| Annual return | 17.32% | 50.49%-33.2pp | 37.78%-20.5pp | 478.62%-461.3pp |
| Employer contribution / active EE | $1,803 | $3,119-42.2% | $2,356-23.5% | $4,838-62.7% |
| Participant deferral / active EE | $4,113 | $4,615-10.9% | $3,848+6.9% | $6,341-35.1% |
| Admin fee / account holder | $1,017 | $8,065-87.4% | $6,181-83.6% | $12,310-91.7% |