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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 | $29,471 | $150,435-80.4% | $120,580-75.6% | $145,897-79.8% |
| Participation rate | 88.9% | 78.8%+10.1pp | 72.0%+16.9pp | 80.3%+8.6pp |
| Annual return | 14.30% | 154.60%-140.3pp | 107.48%-93.2pp | 552.29%-538.0pp |
| Employer contribution / active EE | $2,463 | $4,352-43.4% | $3,469-29.0% | $4,663-47.2% |
| Participant deferral / active EE | $7,404 | $6,174+19.9% | $4,995+48.2% | $6,689+10.7% |
| Admin fee / account holder | $1,048 | $12,182-91.4% | $9,418-88.9% | $13,390-92.2% |