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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 | $25,920 | $96,630-73.2% | $86,605-70.1% | $139,427-81.4% |
| Participation rate | 90.0% | 74.4%+15.6pp | 71.7%+18.3pp | 80.3%+9.7pp |
| Annual return | 16.81% | 106.48%-89.7pp | 591.39%-574.6pp | 373.27%-356.5pp |
| Employer contribution / active EE | $3,471 | $3,264+6.3% | $3,023+14.8% | $4,752-27.0% |
| Participant deferral / active EE | $4,886 | $4,836+1.0% | $4,438+10.1% | $6,711-27.2% |
| Admin fee / account holder | $1,482 | $6,405-76.9% | $5,611-73.6% | $11,404-87.0% |