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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 | $14,516 | $104,924-86.2% | $84,623-82.8% | $152,885-90.5% |
| Participation rate | 87.5% | 74.8%+12.7pp | 68.2%+19.3pp | 82.5%+5.0pp |
| Annual return | 29.86% | 373.82%-344.0pp | 258.77%-228.9pp | 345.39%-315.5pp |
| Employer contribution / active EE | $2,875 | $3,302-12.9% | $2,652+8.4% | $4,763-39.6% |
| Participant deferral / active EE | $3,533 | $4,689-24.6% | $3,899-9.4% | $5,851-39.6% |
| Admin fee / account holder | $1,875 | $6,242-70.0% | $4,913-61.8% | $11,598-83.8% |