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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 | $20,123 | $107,341-81.3% | $92,897-78.3% | $152,870-86.8% |
| Participation rate | 87.5% | 79.8%+7.7pp | 76.0%+11.5pp | 82.4%+5.1pp |
| Annual return | 25.87% | 145.59%-119.7pp | 109.42%-83.6pp | 345.34%-319.5pp |
| Employer contribution / active EE | $1,954 | $4,221-53.7% | $3,653-46.5% | $4,763-59.0% |
| Participant deferral / active EE | $3,449 | $4,847-28.9% | $4,238-18.6% | $5,850-41.1% |
| Admin fee / account holder | $2,772 | $7,080-60.8% | $5,794-52.2% | $11,597-76.1% |