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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 | $103,008-78.8% | $90,304-75.9% | $152,897-85.8% |
| Participation rate | 80.0% | 75.9%+4.1pp | 73.3%+6.7pp | 82.5%-2.5pp |
| Annual return | 13.64% | 95.22%-81.6pp | 78.13%-64.5pp | 345.43%-331.8pp |
| Employer contribution / active EE | $6,873 | $3,139+118.9% | $2,855+140.8% | $4,764+44.3% |
| Participant deferral / active EE | $4,854 | $4,281+13.4% | $3,885+24.9% | $5,851-17.0% |
| Admin fee / account holder | $53,483 | $6,175+766.2% | $5,354+898.9% | $11,599+361.1% |