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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 | $39,019 | $106,005-63.2% | $92,239-57.7% | $147,585-73.6% |
| Participation rate | 83.3% | 80.4%+2.9pp | 76.5%+6.9pp | 82.8%+0.5pp |
| Annual return | 17.73% | 50.05%-32.3pp | 176.29%-158.6pp | 578.58%-560.9pp |
| Employer contribution / active EE | $915 | $4,333-78.9% | $3,680-75.1% | $4,876-81.2% |
| Participant deferral / active EE | $2,823 | $4,478-37.0% | $3,897-27.5% | $5,439-48.1% |
| Admin fee / account holder | $2,811 | $6,333-55.6% | $5,194-45.9% | $10,886-74.2% |