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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 | $72,071-57.8% | $68,368-55.5% | $137,256-77.9% |
| Participation rate | 94.4% | 76.2%+18.2pp | 73.8%+20.7pp | 80.0%+14.5pp |
| Annual return | 15.32% | 353.14%-337.8pp | 292.57%-277.3pp | 220.34%-205.0pp |
| Employer contribution / active EE | $2,000 | $2,788-28.3% | $2,649-24.5% | $4,156-51.9% |
| Participant deferral / active EE | $2,714 | $4,410-38.5% | $4,123-34.2% | $6,407-57.6% |
| Admin fee / account holder | $1,317 | $5,336-75.3% | $5,150-74.4% | $12,270-89.3% |