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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 | $102,382-70.3% | $147,005-79.3% | $80,874-62.4% |
| Participation rate | 97.6% | 75.8%+21.7pp | 82.2%+15.4pp | 67.6%+29.9pp |
| Annual return | 23.09% | 134.89%-111.8pp | 418.76%-395.7pp | 35.62%-12.5pp |
| Employer contribution / active EE | $2,317 | $3,715-37.6% | $4,934-53.0% | $2,756-15.9% |
| Participant deferral / active EE | $3,571 | $6,646-46.3% | $8,070-55.8% | $4,297-16.9% |
| Admin fee / account holder | $3,008 | $7,942-62.1% | $13,006-76.9% | $6,935-56.6% |