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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 | $30,398 | $157,829-80.7% | $136,867-77.8% | $198,609-84.7% |
| Participation rate | 94.4% | 77.2%+17.3pp | 74.5%+19.9pp | 82.4%+12.1pp |
| Annual return | 15.32% | 51.25%-35.9pp | 42.97%-27.7pp | 202.70%-187.4pp |
| Employer contribution / active EE | $2,000 | $3,923-49.0% | $3,547-43.6% | $5,055-60.4% |
| Participant deferral / active EE | $2,714 | $5,463-50.3% | $4,924-44.9% | $6,977-61.1% |
| Admin fee / account holder | $1,317 | $11,107-88.1% | $10,340-87.3% | $19,030-93.1% |