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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 | $26,357 | $90,614-70.9% | $76,089-65.4% | $145,877-81.9% |
| Participation rate | 91.7% | 74.5%+17.2pp | 69.1%+22.6pp | 80.3%+11.4pp |
| Annual return | 9.97% | 623.80%-613.8pp | 360.94%-351.0pp | 551.28%-541.3pp |
| Employer contribution / active EE | $2,117 | $3,324-36.3% | $2,690-21.3% | $4,663-54.6% |
| Participant deferral / active EE | $3,529 | $5,168-31.7% | $4,259-17.1% | $6,691-47.3% |
| Admin fee / account holder | $1,812 | $8,376-78.4% | $6,418-71.8% | $13,402-86.5% |