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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 | $45,133 | $63,346-28.8% | $92,240-51.1% | $70,126-35.6% |
| Participation rate | 95.7% | 68.7%+27.1pp | 76.5%+19.3pp | 69.5%+26.2pp |
| Annual return | 17.02% | 530.19%-513.2pp | 176.29%-159.3pp | 73.15%-56.1pp |
| Employer contribution / active EE | $1,967 | $2,471-20.4% | $3,680-46.5% | $2,343-16.0% |
| Participant deferral / active EE | $2,774 | $2,854-2.8% | $3,897-28.8% | $3,332-16.7% |
| Admin fee / account holder | $1,966 | $3,841-48.8% | $5,194-62.1% | $4,645-57.7% |