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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 | $24,417 | $149,040-83.6% | $120,225-79.7% | $137,256-82.2% |
| Participation rate | 85.7% | 75.4%+10.3pp | 69.6%+16.1pp | 80.0%+5.8pp |
| Annual return | 10.19% | 605.68%-595.5pp | 439.23%-429.0pp | 220.34%-210.2pp |
| Employer contribution / active EE | $3,471 | $4,350-20.2% | $3,475-0.1% | $4,156-16.5% |
| Participant deferral / active EE | $0 | $4,655-100.0% | $3,999-100.0% | $6,407-100.0% |
| Admin fee / account holder | $5,858 | $6,348-7.7% | $5,696+2.8% | $12,270-52.3% |