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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 | $31,229 | $154,209-79.7% | $130,062-76.0% | $139,487-77.6% |
| Participation rate | 83.3% | 82.0%+1.4pp | 78.5%+4.8pp | 80.3%+3.0pp |
| Annual return | 30.32% | 32.52%-2.2pp | -137.37%+167.7pp | 373.84%-343.5pp |
| Employer contribution / active EE | $18,485 | $5,292+249.3% | $4,322+327.7% | $4,755+288.8% |
| Participant deferral / active EE | $7,380 | $6,709+10.0% | $5,821+26.8% | $6,713+9.9% |
| Admin fee / account holder | $491 | $13,988-96.5% | $10,601-95.4% | $11,407-95.7% |