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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 | $9,957 | $72,071-86.2% | $68,368-85.4% | $137,256-92.7% |
| Participation rate | 90.0% | 76.2%+13.8pp | 73.8%+16.2pp | 80.0%+10.0pp |
| Annual return | 19.96% | 353.14%-333.2pp | 292.57%-272.6pp | 220.34%-200.4pp |
| Employer contribution / active EE | $2,584 | $2,788-7.3% | $2,649-2.5% | $4,156-37.8% |
| Participant deferral / active EE | $2,671 | $4,410-39.4% | $4,123-35.2% | $6,407-58.3% |
| Admin fee / account holder | $2,841 | $5,336-46.7% | $5,150-44.8% | $12,270-76.8% |