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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 | $40,410 | $70,366-42.6% | $66,674-39.4% | $138,895-70.9% |
| Participation rate | 88.9% | 76.2%+12.7pp | 73.7%+15.2pp | 79.9%+9.0pp |
| Annual return | 20.10% | 386.41%-366.3pp | 321.24%-301.1pp | 145.39%-125.3pp |
| Employer contribution / active EE | $3,417 | $2,765+23.6% | $2,620+30.4% | $4,194-18.5% |
| Participant deferral / active EE | $7,258 | $4,374+65.9% | $4,084+77.7% | $6,396+13.5% |
| Admin fee / account holder | $1,351 | $5,262-74.3% | $5,098-73.5% | $12,562-89.2% |