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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 | $30,913 | $90,614-65.9% | $76,089-59.4% | $145,877-78.8% |
| Participation rate | 80.0% | 74.5%+5.5pp | 69.1%+10.9pp | 80.3%-0.3pp |
| Annual return | 14.21% | 623.80%-609.6pp | 360.94%-346.7pp | 551.28%-537.1pp |
| Employer contribution / active EE | $2,152 | $3,324-35.3% | $2,690-20.0% | $4,663-53.8% |
| Participant deferral / active EE | $6,918 | $5,168+33.9% | $4,259+62.4% | $6,691+3.4% |
| Admin fee / account holder | $10,587 | $8,376+26.4% | $6,418+65.0% | $13,402-21.0% |