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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 | $21,828 | $73,546-70.3% | $63,018-65.4% | $147,586-85.2% |
| Participation rate | 90.0% | 77.9%+12.1pp | 74.8%+15.2pp | 82.8%+7.2pp |
| Annual return | 11.50% | 175.56%-164.1pp | 87.62%-76.1pp | 578.59%-567.1pp |
| Employer contribution / active EE | $1,178 | $3,324-64.5% | $2,761-57.3% | $4,876-75.8% |
| Participant deferral / active EE | $3,449 | $4,185-17.6% | $3,330+3.6% | $5,439-36.6% |
| Admin fee / account holder | $1,746 | $5,956-70.7% | $3,601-51.5% | $10,886-84.0% |