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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 | $28,484 | $93,064-69.4% | $74,577-61.8% | $273,972-89.6% |
| Participation rate | 81.0% | 74.9%+6.0pp | 68.1%+12.8pp | 83.0%-2.1pp |
| Annual return | 217.76% | 26.18%+191.6pp | 20.47%+197.3pp | 41.46%+176.3pp |
| Employer contribution / active EE | $2,505 | $3,160-20.7% | $2,525-0.8% | $4,869-48.5% |
| Participant deferral / active EE | $3,211 | $4,160-22.8% | $3,458-7.2% | $5,287-39.3% |
| Admin fee / account holder | $336 | $5,273-93.6% | $4,138-91.9% | $10,133-96.7% |