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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 | $42,750 | $53,841-20.6% | $75,731-43.6% | $85,851-50.2% |
| Participation rate | 91.7% | 69.0%+22.6pp | 74.8%+16.8pp | 69.3%+22.3pp |
| Annual return | 32.19% | 24.54%+7.7pp | 104.65%-72.5pp | 318.63%-286.4pp |
| Employer contribution / active EE | $1,010 | $2,017-49.9% | $2,743-63.2% | $2,565-60.6% |
| Participant deferral / active EE | $4,019 | $2,895+38.8% | $3,820+5.2% | $3,952+1.7% |
| Admin fee / account holder | $1,532 | $3,340-54.1% | $3,620-57.7% | $6,261-75.5% |