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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 | $39,962 | $80,812-50.5% | $160,784-75.1% | $82,448-51.5% |
| Participation rate | 77.8% | 66.2%+11.5pp | 77.0%+0.8pp | 68.1%+9.7pp |
| Annual return | 15.18% | 100.59%-85.4pp | 1803.92%-1788.7pp | 41.64%-26.5pp |
| Employer contribution / active EE | $2,325 | $2,174+7.0% | $3,733-37.7% | $2,551-8.8% |
| Participant deferral / active EE | $3,089 | $4,335-28.8% | $6,293-50.9% | $4,139-25.4% |
| Admin fee / account holder | $4,953 | $7,695-35.6% | $9,717-49.0% | $7,234-31.5% |