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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 | $21,634 | $63,346-65.8% | $92,240-76.5% | $70,126-69.1% |
| Participation rate | 73.8% | 68.7%+5.1pp | 76.5%-2.7pp | 69.5%+4.3pp |
| Annual return | 20.40% | 530.19%-509.8pp | 176.29%-155.9pp | 73.15%-52.7pp |
| Employer contribution / active EE | $18,598 | $2,471+652.6% | $3,680+405.4% | $2,343+693.9% |
| Participant deferral / active EE | $3,440 | $2,854+20.6% | $3,897-11.7% | $3,332+3.3% |
| Admin fee / account holder | $2,499 | $3,841-34.9% | $5,194-51.9% | $4,645-46.2% |