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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 | $38,910 | $63,346-38.6% | $92,240-57.8% | $70,126-44.5% |
| Participation rate | 87.5% | 68.7%+18.8pp | 76.5%+11.0pp | 69.5%+18.0pp |
| Annual return | 14.59% | 530.19%-515.6pp | 176.29%-161.7pp | 73.15%-58.6pp |
| Employer contribution / active EE | $3,010 | $2,471+21.8% | $3,680-18.2% | $2,343+28.5% |
| Participant deferral / active EE | $2,209 | $2,854-22.6% | $3,897-43.3% | $3,332-33.7% |
| Admin fee / account holder | $3,057 | $3,841-20.4% | $5,194-41.1% | $4,645-34.2% |