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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 | $31,961 | $105,210-69.6% | $159,487-80.0% | $85,851-62.8% |
| Participation rate | 71.1% | 75.8%-4.7pp | 82.8%-11.8pp | 69.3%+1.7pp |
| Annual return | 24.30% | 45.08%-20.8pp | 263.71%-239.4pp | 318.63%-294.3pp |
| Employer contribution / active EE | $2,830 | $3,319-14.7% | $4,831-41.4% | $2,565+10.3% |
| Participant deferral / active EE | $6,299 | $5,946+5.9% | $7,354-14.3% | $3,952+59.4% |
| Admin fee / account holder | $1,342 | $6,934-80.6% | $10,804-87.6% | $6,261-78.6% |