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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 | $72,158 | $99,079-27.2% | $78,002-7.5% | $273,972-73.7% |
| Participation rate | 94.4% | 78.6%+15.9pp | 75.5%+18.9pp | 83.0%+11.4pp |
| Annual return | 14.20% | 217.93%-203.7pp | 425.99%-411.8pp | 41.46%-27.3pp |
| Employer contribution / active EE | $1,846 | $3,308-44.2% | $2,470-25.3% | $4,869-62.1% |
| Participant deferral / active EE | $2,104 | $4,306-51.1% | $3,497-39.8% | $5,287-60.2% |
| Admin fee / account holder | $1,981 | $8,954-77.9% | $5,481-63.9% | $10,133-80.5% |