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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 | $28,191 | $99,652-71.7% | $78,778-64.2% | $147,586-80.9% |
| Participation rate | 90.9% | 76.2%+14.7pp | 69.2%+21.7pp | 82.8%+8.1pp |
| Annual return | 10.66% | 47.28%-36.6pp | 35.62%-25.0pp | 578.59%-567.9pp |
| Employer contribution / active EE | $2,496 | $2,796-10.7% | $1,986+25.7% | $4,876-48.8% |
| Participant deferral / active EE | $3,365 | $3,664-8.1% | $2,958+13.8% | $5,439-38.1% |
| Admin fee / account holder | $15,658 | $7,155+118.8% | $5,134+205.0% | $10,886+43.8% |