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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 | $73,518-60.1% | $63,003-53.5% | $147,585-80.1% |
| Participation rate | 87.5% | 77.9%+9.6pp | 74.8%+12.7pp | 82.8%+4.7pp |
| Annual return | 14.75% | 175.46%-160.7pp | 87.59%-72.8pp | 578.56%-563.8pp |
| Employer contribution / active EE | $2,929 | $3,322-11.8% | $2,760+6.1% | $4,876-39.9% |
| Participant deferral / active EE | $0 | $4,183-100.0% | $3,329-100.0% | $5,439-100.0% |
| Admin fee / account holder | $2,736 | $5,952-54.0% | $3,600-24.0% | $10,885-74.9% |