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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 | $21,787 | $103,000-78.8% | $90,300-75.9% | $152,885-85.7% |
| Participation rate | 80.0% | 75.9%+4.1pp | 73.3%+6.7pp | 82.5%-2.5pp |
| Annual return | 13.64% | 95.19%-81.6pp | 78.11%-64.5pp | 345.39%-331.7pp |
| Employer contribution / active EE | $6,873 | $3,138+119.0% | $2,854+140.8% | $4,763+44.3% |
| Participant deferral / active EE | $4,854 | $4,281+13.4% | $3,884+24.9% | $5,851-17.0% |
| Admin fee / account holder | $53,483 | $6,173+766.3% | $5,353+899.1% | $11,598+361.1% |