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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 | $28,017 | $72,071-61.1% | $68,368-59.0% | $137,256-79.6% |
| Participation rate | 76.9% | 76.2%+0.7pp | 73.8%+3.2pp | 80.0%-3.0pp |
| Annual return | 22.50% | 353.14%-330.6pp | 292.57%-270.1pp | 220.34%-197.8pp |
| Employer contribution / active EE | $1,679 | $2,788-39.8% | $2,649-36.6% | $4,156-59.6% |
| Participant deferral / active EE | $3,983 | $4,410-9.7% | $4,123-3.4% | $6,407-37.8% |
| Admin fee / account holder | $939 | $5,336-82.4% | $5,150-81.8% | $12,270-92.3% |