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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 | $33,792 | $95,406-64.6% | $185,849-81.8% | $85,847-60.6% |
| Participation rate | 96.5% | 68.8%+27.7pp | 81.7%+14.8pp | 69.3%+27.2pp |
| Annual return | 40.44% | 23.59%+16.8pp | 122.10%-81.7pp | 318.61%-278.2pp |
| Employer contribution / active EE | $2,056 | $3,314-37.9% | $5,169-60.2% | $2,565-19.8% |
| Participant deferral / active EE | $3,440 | $3,424+0.5% | $5,569-38.2% | $3,952-13.0% |
| Admin fee / account holder | $3,086 | $7,214-57.2% | $16,244-81.0% | $6,261-50.7% |