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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 | $33,800 | $108,911-69.0% | $100,392-66.3% | $145,884-76.8% |
| Participation rate | 92.3% | 83.0%+9.3pp | 81.5%+10.8pp | 80.3%+12.0pp |
| Annual return | 14.88% | 58.23%-43.4pp | 49.45%-34.6pp | 551.85%-537.0pp |
| Employer contribution / active EE | $1,944 | $4,420-56.0% | $3,941-50.7% | $4,662-58.3% |
| Participant deferral / active EE | $5,634 | $8,459-33.4% | $8,090-30.4% | $6,690-15.8% |
| Admin fee / account holder | $3,683 | $9,698-62.0% | $7,904-53.4% | $13,392-72.5% |