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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 | $30,770 | $107,363-71.3% | $92,909-66.9% | $152,897-79.9% |
| Participation rate | 95.5% | 79.8%+15.7pp | 76.0%+19.4pp | 82.5%+13.0pp |
| Annual return | 36.97% | 145.63%-108.7pp | 109.44%-72.5pp | 345.43%-308.5pp |
| Employer contribution / active EE | $1,547 | $4,222-63.4% | $3,653-57.6% | $4,764-67.5% |
| Participant deferral / active EE | $3,891 | $4,848-19.7% | $4,238-8.2% | $5,851-33.5% |
| Admin fee / account holder | $546 | $7,082-92.3% | $5,795-90.6% | $11,599-95.3% |