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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 | $41,102 | $63,346-35.1% | $92,240-55.4% | $70,126-41.4% |
| Participation rate | 92.4% | 68.7%+23.7pp | 76.5%+15.9pp | 69.5%+22.9pp |
| Annual return | 20.28% | 530.19%-509.9pp | 176.29%-156.0pp | 73.15%-52.9pp |
| Employer contribution / active EE | $2,214 | $2,471-10.4% | $3,680-39.8% | $2,343-5.5% |
| Participant deferral / active EE | $2,381 | $2,854-16.6% | $3,897-38.9% | $3,332-28.5% |
| Admin fee / account holder | $2,804 | $3,841-27.0% | $5,194-46.0% | $4,645-39.7% |