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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 | $38,778 | $96,691-59.9% | $86,656-55.3% | $139,487-72.2% |
| Participation rate | 87.5% | 74.4%+13.1pp | 71.7%+15.8pp | 80.3%+7.2pp |
| Annual return | 14.12% | 106.87%-92.7pp | 593.09%-579.0pp | 373.84%-359.7pp |
| Employer contribution / active EE | $5,736 | $3,267+75.6% | $3,025+89.6% | $4,755+20.6% |
| Participant deferral / active EE | $2,742 | $4,838-43.3% | $4,439-38.2% | $6,713-59.2% |
| Admin fee / account holder | $423 | $6,414-93.4% | $5,619-92.5% | $11,407-96.3% |