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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 | $24,051 | $63,346-62.0% | $92,239-73.9% | $70,124-65.7% |
| Participation rate | 80.7% | 68.7%+12.0pp | 76.5%+4.2pp | 69.5%+11.2pp |
| Annual return | 14.63% | 530.19%-515.6pp | 176.29%-161.7pp | 73.14%-58.5pp |
| Employer contribution / active EE | $6,140 | $2,471+148.5% | $3,680+66.9% | $2,342+162.1% |
| Participant deferral / active EE | $1,698 | $2,854-40.5% | $3,897-56.4% | $3,332-49.0% |
| Admin fee / account holder | $3,353 | $3,841-12.7% | $5,194-35.4% | $4,645-27.8% |