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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 | $28,202 | $72,071-60.9% | $68,368-58.7% | $137,256-79.5% |
| Participation rate | 90.0% | 76.2%+13.8pp | 73.8%+16.2pp | 80.0%+10.0pp |
| Annual return | 21.34% | 353.14%-331.8pp | 292.57%-271.2pp | 220.34%-199.0pp |
| Employer contribution / active EE | $2,337 | $2,788-16.2% | $2,649-11.8% | $4,156-43.8% |
| Participant deferral / active EE | $7,663 | $4,410+73.8% | $4,123+85.9% | $6,407+19.6% |
| Admin fee / account holder | $372 | $5,336-93.0% | $5,150-92.8% | $12,270-97.0% |