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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 | $30,370 | $102,422-70.3% | $147,117-79.4% | $80,959-62.5% |
| Participation rate | 97.6% | 75.9%+21.7pp | 82.2%+15.4pp | 67.7%+29.9pp |
| Annual return | 23.09% | 135.16%-112.1pp | 420.54%-397.5pp | 35.67%-12.6pp |
| Employer contribution / active EE | $2,317 | $3,717-37.7% | $4,932-53.0% | $2,757-16.0% |
| Participant deferral / active EE | $3,571 | $6,652-46.3% | $8,065-55.7% | $4,300-17.0% |
| Admin fee / account holder | $3,008 | $7,953-62.2% | $12,993-76.9% | $6,925-56.6% |