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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 | $27,427 | $111,830-75.5% | $93,696-70.7% | $145,884-81.2% |
| Participation rate | 78.9% | 74.2%+4.7pp | 68.7%+10.2pp | 80.3%-1.4pp |
| Annual return | 14.07% | 204.08%-190.0pp | 133.74%-119.7pp | 551.85%-537.8pp |
| Employer contribution / active EE | $0 | $3,093-100.0% | $2,422-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $8,788 | $4,920+78.6% | $4,417+99.0% | $6,690+31.4% |
| Admin fee / account holder | $30,045 | $10,249+193.2% | $8,287+262.6% | $13,392+124.4% |