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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 | $70,366-59.9% | $66,674-57.7% | $138,895-79.7% |
| Participation rate | 90.0% | 76.2%+13.8pp | 73.7%+16.3pp | 79.9%+10.1pp |
| Annual return | 21.34% | 386.41%-365.1pp | 321.24%-299.9pp | 145.39%-124.1pp |
| Employer contribution / active EE | $2,337 | $2,765-15.5% | $2,620-10.8% | $4,194-44.3% |
| Participant deferral / active EE | $7,663 | $4,374+75.2% | $4,084+87.6% | $6,396+19.8% |
| Admin fee / account holder | $372 | $5,262-92.9% | $5,098-92.7% | $12,562-97.0% |