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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 | $99,995-71.1% | $85,063-66.0% | $145,978-80.2% |
| Participation rate | 93.8% | 74.1%+19.7pp | 67.5%+26.2pp | 80.3%+13.5pp |
| Annual return | 33.71% | 83.99%-50.3pp | 66.54%-32.8pp | 550.52%-516.8pp |
| Employer contribution / active EE | $2,273 | $3,231-29.6% | $2,727-16.6% | $4,662-51.2% |
| Participant deferral / active EE | $2,707 | $5,295-48.9% | $4,523-40.1% | $6,690-59.5% |
| Admin fee / account holder | $2,488 | $7,255-65.7% | $6,155-59.6% | $13,400-81.4% |