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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 | $28,967 | $102,595-71.8% | $94,057-69.2% | $154,746-81.3% |
| Participation rate | 87.5% | 76.0%+11.5pp | 73.3%+14.2pp | 80.7%+6.8pp |
| Annual return | 12.77% | 583.42%-570.6pp | 480.62%-467.8pp | 172.34%-159.6pp |
| Employer contribution / active EE | $2,712 | $3,147-13.8% | $2,933-7.5% | $4,379-38.1% |
| Participant deferral / active EE | $3,634 | $5,118-29.0% | $4,709-22.8% | $6,730-46.0% |
| Admin fee / account holder | $512 | $7,736-93.4% | $7,244-92.9% | $14,365-96.4% |