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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 | $25,961 | $84,741-69.4% | $75,731-65.7% | $167,553-84.5% |
| Participation rate | 91.7% | 77.8%+13.8pp | 74.8%+16.8pp | 82.1%+9.6pp |
| Annual return | 22.44% | 199.72%-177.3pp | 104.65%-82.2pp | 478.89%-456.4pp |
| Employer contribution / active EE | $2,430 | $3,230-24.8% | $2,743-11.4% | $4,840-49.8% |
| Participant deferral / active EE | $2,841 | $4,577-37.9% | $3,820-25.6% | $6,343-55.2% |
| Admin fee / account holder | $2,174 | $5,361-59.4% | $3,620-39.9% | $12,316-82.3% |