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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 | $23,970 | $112,915-78.8% | $90,965-73.6% | $158,950-84.9% |
| Participation rate | 82.6% | 74.7%+7.9pp | 69.0%+13.6pp | 82.0%+0.6pp |
| Annual return | 16.25% | 215.75%-199.5pp | 134.57%-118.3pp | 302.91%-286.7pp |
| Employer contribution / active EE | $1,597 | $2,894-44.8% | $2,122-24.8% | $4,762-66.5% |
| Participant deferral / active EE | $3,172 | $4,128-23.2% | $3,373-6.0% | $5,983-47.0% |
| Admin fee / account holder | $4,825 | $8,044-40.0% | $5,960-19.0% | $11,248-57.1% |