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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 | $150,346-80.4% | $120,524-75.5% | $145,877-79.8% |
| Participation rate | 88.9% | 78.8%+10.1pp | 71.9%+17.0pp | 80.3%+8.6pp |
| Annual return | 14.30% | 154.40%-140.1pp | 107.36%-93.1pp | 551.28%-537.0pp |
| Employer contribution / active EE | $2,463 | $4,353-43.4% | $3,469-29.0% | $4,663-47.2% |
| Participant deferral / active EE | $7,404 | $6,172+20.0% | $4,994+48.3% | $6,691+10.7% |
| Admin fee / account holder | $1,048 | $12,215-91.4% | $9,440-88.9% | $13,402-92.2% |