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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 | $76,790 | $103,008-25.5% | $90,304-15.0% | $152,897-49.8% |
| Participation rate | 80.0% | 75.9%+4.1pp | 73.3%+6.7pp | 82.5%-2.5pp |
| Annual return | 15.52% | 95.22%-79.7pp | 78.13%-62.6pp | 345.43%-329.9pp |
| Employer contribution / active EE | $1,300 | $3,139-58.6% | $2,855-54.5% | $4,764-72.7% |
| Participant deferral / active EE | $2,281 | $4,281-46.7% | $3,885-41.3% | $5,851-61.0% |
| Admin fee / account holder | $1,967 | $6,175-68.1% | $5,354-63.3% | $11,599-83.0% |