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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 | $38,467 | $112,131-65.7% | $95,964-59.9% | $158,982-75.8% |
| Participation rate | 94.7% | 79.0%+15.7pp | 77.1%+17.7pp | 82.0%+12.8pp |
| Annual return | 13.37% | 171.19%-157.8pp | 91.64%-78.3pp | 302.99%-289.6pp |
| Employer contribution / active EE | $1,372 | $3,199-57.1% | $2,541-46.0% | $4,763-71.2% |
| Participant deferral / active EE | $2,399 | $4,784-49.9% | $4,167-42.4% | $5,983-59.9% |
| Admin fee / account holder | $1,692 | $10,136-83.3% | $6,797-75.1% | $11,252-85.0% |