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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 | $41,641 | $73,518-43.4% | $63,003-33.9% | $147,585-71.8% |
| Participation rate | 87.5% | 77.9%+9.6pp | 74.8%+12.7pp | 82.8%+4.7pp |
| Annual return | 15.74% | 175.46%-159.7pp | 87.59%-71.8pp | 578.57%-562.8pp |
| Employer contribution / active EE | $1,033 | $3,322-68.9% | $2,760-62.6% | $4,876-78.8% |
| Participant deferral / active EE | $1,670 | $4,183-60.1% | $3,329-49.8% | $5,439-69.3% |
| Admin fee / account holder | $2,648 | $5,952-55.5% | $3,600-26.4% | $10,885-75.7% |