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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 | $33,675 | $53,837-37.5% | $75,714-55.5% | $85,847-60.8% |
| Participation rate | 94.6% | 69.1%+25.5pp | 74.8%+19.7pp | 69.3%+25.2pp |
| Annual return | 38.80% | 24.54%+14.3pp | 104.62%-65.8pp | 318.61%-279.8pp |
| Employer contribution / active EE | $2,998 | $2,017+48.6% | $2,744+9.3% | $2,565+16.9% |
| Participant deferral / active EE | $5,711 | $2,895+97.2% | $3,820+49.5% | $3,952+44.5% |
| Admin fee / account holder | $2,529 | $3,339-24.3% | $3,619-30.1% | $6,261-59.6% |