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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 | $36,529 | $81,643-55.3% | $70,462-48.2% | $158,950-77.0% |
| Participation rate | 85.7% | 77.7%+8.0pp | 75.1%+10.7pp | 82.0%+3.8pp |
| Annual return | 15.40% | 208.51%-193.1pp | 109.08%-93.7pp | 302.91%-287.5pp |
| Employer contribution / active EE | $2,267 | $3,218-29.6% | $2,737-17.2% | $4,762-52.4% |
| Participant deferral / active EE | $2,267 | $4,555-50.2% | $3,710-38.9% | $5,983-62.1% |
| Admin fee / account holder | $606 | $6,194-90.2% | $3,845-84.2% | $11,248-94.6% |