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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 | $36,583 | $70,366-48.0% | $66,674-45.1% | $138,895-73.7% |
| Participation rate | 80.0% | 76.2%+3.8pp | 73.7%+6.3pp | 79.9%+0.1pp |
| Annual return | 16.95% | 386.41%-369.5pp | 321.24%-304.3pp | 145.39%-128.4pp |
| Employer contribution / active EE | $2,385 | $2,765-13.7% | $2,620-9.0% | $4,194-43.1% |
| Participant deferral / active EE | $7,281 | $4,374+66.5% | $4,084+78.3% | $6,396+13.8% |
| Admin fee / account holder | $413 | $5,262-92.2% | $5,098-91.9% | $12,562-96.7% |