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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 | $32,844 | $95,415-65.6% | $185,851-82.3% | $85,851-61.7% |
| Participation rate | 92.6% | 68.8%+23.8pp | 81.7%+10.9pp | 69.3%+23.3pp |
| Annual return | 13.16% | 23.59%-10.4pp | 122.11%-108.9pp | 318.63%-305.5pp |
| Employer contribution / active EE | $7,686 | $3,314+131.9% | $5,168+48.7% | $2,565+199.6% |
| Participant deferral / active EE | $5,424 | $3,424+58.4% | $5,569-2.6% | $3,952+37.2% |
| Admin fee / account holder | $2,999 | $7,215-58.4% | $16,245-81.5% | $6,261-52.1% |