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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 | $32,899 | $103,038-68.1% | $90,324-63.6% | $152,909-78.5% |
| Participation rate | 77.8% | 75.9%+1.9pp | 73.3%+4.5pp | 82.5%-4.7pp |
| Annual return | 63.41% | 95.25%-31.8pp | 78.15%-14.7pp | 345.46%-282.1pp |
| Employer contribution / active EE | $2,358 | $3,141-24.9% | $2,856-17.4% | $4,764-50.5% |
| Participant deferral / active EE | $4,198 | $4,282-2.0% | $3,885+8.1% | $5,851-28.3% |
| Admin fee / account holder | $695 | $6,177-88.7% | $5,356-87.0% | $11,601-94.0% |