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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 | $17,459 | $108,911-84.0% | $100,392-82.6% | $145,884-88.0% |
| Participation rate | 88.9% | 83.0%+5.9pp | 81.5%+7.4pp | 80.3%+8.6pp |
| Annual return | 20.85% | 58.23%-37.4pp | 49.45%-28.6pp | 551.85%-531.0pp |
| Employer contribution / active EE | $7,723 | $4,420+74.7% | $3,941+95.9% | $4,662+65.6% |
| Participant deferral / active EE | $17,323 | $8,459+104.8% | $8,090+114.1% | $6,690+159.0% |
| Admin fee / account holder | $16,790 | $9,698+73.1% | $7,904+112.4% | $13,392+25.4% |