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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 | $27,734 | $103,008-73.1% | $90,304-69.3% | $152,897-81.9% |
| Participation rate | 82.4% | 75.9%+6.5pp | 73.3%+9.1pp | 82.5%-0.1pp |
| Annual return | 20.07% | 95.22%-75.2pp | 78.13%-58.1pp | 345.43%-325.4pp |
| Employer contribution / active EE | $1,283 | $3,139-59.1% | $2,855-55.0% | $4,764-73.1% |
| Participant deferral / active EE | $2,379 | $4,281-44.4% | $3,885-38.8% | $5,851-59.3% |
| Admin fee / account holder | $2,135 | $6,175-65.4% | $5,354-60.1% | $11,599-81.6% |