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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 | $17,511 | $72,071-75.7% | $68,368-74.4% | $137,256-87.2% |
| Participation rate | 84.6% | 76.2%+8.4pp | 73.8%+10.9pp | 80.0%+4.7pp |
| Annual return | 52.75% | 353.14%-300.4pp | 292.57%-239.8pp | 220.34%-167.6pp |
| Employer contribution / active EE | $1,936 | $2,788-30.6% | $2,649-26.9% | $4,156-53.4% |
| Participant deferral / active EE | $2,547 | $4,410-42.2% | $4,123-38.2% | $6,407-60.2% |
| Admin fee / account holder | $479 | $5,336-91.0% | $5,150-90.7% | $12,270-96.1% |