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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 | $29,310 | $73,546-60.1% | $63,018-53.5% | $147,586-80.1% |
| Participation rate | 87.5% | 77.9%+9.6pp | 74.8%+12.7pp | 82.8%+4.7pp |
| Annual return | 14.75% | 175.56%-160.8pp | 87.62%-72.9pp | 578.59%-563.8pp |
| Employer contribution / active EE | $2,929 | $3,324-11.9% | $2,761+6.1% | $4,876-39.9% |
| Participant deferral / active EE | $0 | $4,185-100.0% | $3,330-100.0% | $5,439-100.0% |
| Admin fee / account holder | $2,736 | $5,956-54.1% | $3,601-24.0% | $10,886-74.9% |