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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 | $28,925 | $100,203-71.1% | $85,240-66.1% | $145,897-80.2% |
| Participation rate | 93.8% | 74.1%+19.6pp | 67.5%+26.2pp | 80.3%+13.4pp |
| Annual return | 33.71% | 84.28%-50.6pp | 66.75%-33.0pp | 552.29%-518.6pp |
| Employer contribution / active EE | $2,273 | $3,242-29.9% | $2,735-16.9% | $4,663-51.2% |
| Participant deferral / active EE | $2,707 | $5,299-48.9% | $4,527-40.2% | $6,689-59.5% |
| Admin fee / account holder | $2,488 | $7,265-65.7% | $6,165-59.6% | $13,390-81.4% |