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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 | $38,834 | $104,953-63.0% | $84,637-54.1% | $152,909-74.6% |
| Participation rate | 87.5% | 74.8%+12.7pp | 68.2%+19.3pp | 82.5%+5.0pp |
| Annual return | 21.35% | 373.94%-352.6pp | 258.82%-237.5pp | 345.46%-324.1pp |
| Employer contribution / active EE | $1,123 | $3,304-66.0% | $2,653-57.7% | $4,764-76.4% |
| Participant deferral / active EE | $2,247 | $4,691-52.1% | $3,900-42.4% | $5,851-61.6% |
| Admin fee / account holder | $1,511 | $6,244-75.8% | $4,914-69.3% | $11,601-87.0% |