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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 | $32,694 | $109,905-70.3% | $98,506-66.8% | $167,553-80.5% |
| Participation rate | 75.0% | 75.8%-0.8pp | 73.3%+1.7pp | 82.1%-7.1pp |
| Annual return | 17.96% | 1960.20%-1942.2pp | 1494.92%-1477.0pp | 478.89%-460.9pp |
| Employer contribution / active EE | $3,123 | $3,226-3.2% | $2,961+5.5% | $4,840-35.5% |
| Participant deferral / active EE | $7,268 | $4,674+55.5% | $4,277+69.9% | $6,343+14.6% |
| Admin fee / account holder | $12,154 | $6,760+79.8% | $5,955+104.1% | $12,316-1.3% |