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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 | $55,689 | $81,208-31.4% | $98,920-43.7% | $79,856-30.3% |
| Participation rate | 96.8% | 72.5%+24.3pp | 76.0%+20.7pp | 69.6%+27.1pp |
| Annual return | 13.42% | 60.99%-47.6pp | 196.47%-183.0pp | 31.71%-18.3pp |
| Employer contribution / active EE | $1,561 | $1,960-20.3% | $2,689-41.9% | $2,471-36.8% |
| Participant deferral / active EE | $1,632 | $3,265-50.0% | $4,245-61.5% | $3,741-56.4% |
| Admin fee / account holder | $3,588 | $6,013-40.3% | $6,643-46.0% | $5,306-32.4% |