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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 | $7,221 | $72,071-90.0% | $68,368-89.4% | $137,256-94.7% |
| Participation rate | 81.3% | 76.2%+5.0pp | 73.8%+7.5pp | 80.0%+1.3pp |
| Annual return | 15.40% | 353.14%-337.7pp | 292.57%-277.2pp | 220.34%-204.9pp |
| Employer contribution / active EE | $1,642 | $2,788-41.1% | $2,649-38.0% | $4,156-60.5% |
| Participant deferral / active EE | $2,869 | $4,410-35.0% | $4,123-30.4% | $6,407-55.2% |
| Admin fee / account holder | $4,651 | $5,336-12.8% | $5,150-9.7% | $12,270-62.1% |