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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 | $21,470 | $107,941-80.1% | $91,994-76.7% | $152,897-86.0% |
| Participation rate | 91.3% | 81.2%+10.1pp | 78.6%+12.7pp | 82.5%+8.9pp |
| Annual return | 19.95% | 89.28%-69.3pp | 69.04%-49.1pp | 345.43%-325.5pp |
| Employer contribution / active EE | $1,469 | $4,212-65.1% | $3,453-57.4% | $4,764-69.2% |
| Participant deferral / active EE | $3,333 | $6,366-47.6% | $5,924-43.7% | $5,851-43.0% |
| Admin fee / account holder | $1,290 | $10,521-87.7% | $7,744-83.3% | $11,599-88.9% |