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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 | $41,343 | $109,359-62.2% | $162,185-74.5% | $72,976-43.3% |
| Participation rate | 90.9% | 84.3%+6.7pp | 87.6%+3.4pp | 69.5%+21.4pp |
| Annual return | 50.23% | 25.46%+24.8pp | 115.61%-65.4pp | 81.02%-30.8pp |
| Employer contribution / active EE | $2,085 | $3,907-46.7% | $5,613-62.9% | $2,440-14.6% |
| Participant deferral / active EE | $3,307 | $5,481-39.7% | $7,297-54.7% | $3,608-8.3% |
| Admin fee / account holder | $2,189 | $7,972-72.5% | $10,844-79.8% | $5,124-57.3% |