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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 | $30,917 | $118,875-74.0% | $96,572-68.0% | $167,553-81.5% |
| Participation rate | 91.7% | 75.5%+16.2pp | 69.8%+21.8pp | 82.1%+9.6pp |
| Annual return | 16.04% | 50.50%-34.5pp | 37.79%-21.7pp | 478.89%-462.9pp |
| Employer contribution / active EE | $2,320 | $3,121-25.7% | $2,357-1.6% | $4,840-52.1% |
| Participant deferral / active EE | $3,138 | $4,617-32.0% | $3,850-18.5% | $6,343-50.5% |
| Admin fee / account holder | $507 | $8,070-93.7% | $6,183-91.8% | $12,316-95.9% |