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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 | $27,594 | $96,419-71.4% | $80,648-65.8% | $139,487-80.2% |
| Participation rate | 75.0% | 73.6%+1.4pp | 67.0%+8.0pp | 80.3%-5.3pp |
| Annual return | 11.94% | 1352.86%-1340.9pp | 937.21%-925.3pp | 373.84%-361.9pp |
| Employer contribution / active EE | $2,373 | $3,261-27.2% | $2,724-12.9% | $4,755-50.1% |
| Participant deferral / active EE | $6,744 | $5,225+29.1% | $4,443+51.8% | $6,713+0.5% |
| Admin fee / account holder | $22,353 | $6,605+238.4% | $5,382+315.3% | $11,407+96.0% |