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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 | $9,700 | $72,071-86.5% | $68,368-85.8% | $137,256-92.9% |
| Participation rate | 88.9% | 76.2%+12.7pp | 73.8%+15.1pp | 80.0%+8.9pp |
| Annual return | 14.41% | 353.14%-338.7pp | 292.57%-278.2pp | 220.34%-205.9pp |
| Employer contribution / active EE | $1,676 | $2,788-39.9% | $2,649-36.7% | $4,156-59.7% |
| Participant deferral / active EE | $8,714 | $4,410+97.6% | $4,123+111.4% | $6,407+36.0% |
| Admin fee / account holder | $18,655 | $5,336+249.6% | $5,150+262.2% | $12,270+52.0% |