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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 | $40,005 | $86,288-53.6% | $111,306-64.1% | $85,851-53.4% |
| Participation rate | 97.9% | 73.3%+24.6pp | 77.3%+20.6pp | 69.3%+28.6pp |
| Annual return | 11.32% | 19.99%-8.7pp | 54.67%-43.3pp | 318.63%-307.3pp |
| Employer contribution / active EE | $1,819 | $2,044-11.0% | $2,732-33.4% | $2,565-29.1% |
| Participant deferral / active EE | $1,697 | $3,641-53.4% | $4,488-62.2% | $3,952-57.1% |
| Admin fee / account holder | $977 | $8,189-88.1% | $7,966-87.7% | $6,261-84.4% |