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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 | $31,541 | $150,435-79.0% | $120,580-73.8% | $145,897-78.4% |
| Participation rate | 90.0% | 78.8%+11.2pp | 72.0%+18.0pp | 80.3%+9.7pp |
| Annual return | 12.28% | 154.60%-142.3pp | 107.48%-95.2pp | 552.29%-540.0pp |
| Employer contribution / active EE | $2,041 | $4,352-53.1% | $3,469-41.2% | $4,663-56.2% |
| Participant deferral / active EE | $2,231 | $6,174-63.9% | $4,995-55.3% | $6,689-66.6% |
| Admin fee / account holder | $1,657 | $12,182-86.4% | $9,418-82.4% | $13,390-87.6% |