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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 | $40,804 | $49,897-18.2% | $80,648-49.4% | $75,177-45.7% |
| Participation rate | 84.1% | 55.3%+28.8pp | 67.0%+17.1pp | 67.2%+16.9pp |
| Annual return | 24.58% | 34.68%-10.1pp | 937.21%-912.6pp | 160.75%-136.2pp |
| Employer contribution / active EE | $881 | $1,699-48.2% | $2,724-67.7% | $2,671-67.0% |
| Participant deferral / active EE | $2,122 | $2,992-29.1% | $4,443-52.2% | $4,126-48.6% |
| Admin fee / account holder | $4,324 | $3,579+20.8% | $5,382-19.7% | $5,651-23.5% |