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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 | $37,798 | $111,785-66.2% | $93,669-59.6% | $145,877-74.1% |
| Participation rate | 94.7% | 74.2%+20.5pp | 68.7%+26.0pp | 80.3%+14.4pp |
| Annual return | 14.30% | 203.79%-189.5pp | 133.59%-119.3pp | 551.28%-537.0pp |
| Employer contribution / active EE | $2,385 | $3,096-23.0% | $2,424-1.6% | $4,663-48.8% |
| Participant deferral / active EE | $2,432 | $4,919-50.6% | $4,416-44.9% | $6,691-63.6% |
| Admin fee / account holder | $862 | $10,256-91.6% | $8,291-89.6% | $13,402-93.6% |