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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 | $20,202 | $114,130-82.3% | $96,192-79.0% | $167,553-87.9% |
| Participation rate | 94.1% | 75.1%+19.1pp | 68.4%+25.7pp | 82.1%+12.0pp |
| Annual return | 29.61% | 190.07%-160.5pp | 192.09%-162.5pp | 478.89%-449.3pp |
| Employer contribution / active EE | $8,290 | $3,431+141.6% | $2,799+196.1% | $4,840+71.3% |
| Participant deferral / active EE | $5,344 | $5,198+2.8% | $4,351+22.8% | $6,343-15.7% |
| Admin fee / account holder | $360 | $6,901-94.8% | $5,539-93.5% | $12,316-97.1% |