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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 | $33,759 | $109,372-69.1% | $89,414-62.2% | $158,966-78.8% |
| Participation rate | 83.3% | 74.3%+9.1pp | 68.0%+15.3pp | 82.0%+1.4pp |
| Annual return | 54.08% | 345.55%-291.5pp | 245.50%-191.4pp | 302.95%-248.9pp |
| Employer contribution / active EE | $15,927 | $3,171+402.2% | $2,586+515.8% | $4,762+234.4% |
| Participant deferral / active EE | $7,660 | $4,598+66.6% | $3,890+96.9% | $5,983+28.0% |
| Admin fee / account holder | $1,483 | $6,156-75.9% | $4,883-69.6% | $11,250-86.8% |