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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 | $20,677 | $91,086-77.3% | $203,872-89.9% | $86,983-76.2% |
| Participation rate | 94.5% | 65.8%+28.7pp | 77.8%+16.7pp | 69.5%+25.0pp |
| Annual return | 50.48% | 22.30%+28.2pp | 85.11%-34.6pp | 25.83%+24.6pp |
| Employer contribution / active EE | $1,409 | $2,063-31.7% | $3,757-62.5% | $2,584-45.5% |
| Participant deferral / active EE | $3,619 | $4,019-9.9% | $6,388-43.3% | $4,194-13.7% |
| Admin fee / account holder | $4,292 | $8,987-52.2% | $11,730-63.4% | $7,856-45.4% |