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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 | $21,894 | $115,814-81.1% | $101,275-78.4% | $158,982-86.2% |
| Participation rate | 70.8% | 79.4%-8.5pp | 75.8%-5.0pp | 82.0%-11.1pp |
| Annual return | 106.38% | 56.16%+50.2pp | 46.48%+59.9pp | 302.99%-196.6pp |
| Employer contribution / active EE | $1,956 | $4,176-53.2% | $3,660-46.6% | $4,763-58.9% |
| Participant deferral / active EE | $2,868 | $4,958-42.1% | $4,371-34.4% | $5,983-52.1% |
| Admin fee / account holder | $312 | $7,249-95.7% | $5,948-94.7% | $11,252-97.2% |