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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 | $24,151 | $102,595-76.5% | $94,057-74.3% | $154,746-84.4% |
| Participation rate | 92.3% | 76.0%+16.3pp | 73.3%+19.0pp | 80.7%+11.6pp |
| Annual return | 16.46% | 583.42%-567.0pp | 480.62%-464.2pp | 172.34%-155.9pp |
| Employer contribution / active EE | $1,575 | $3,147-50.0% | $2,933-46.3% | $4,379-64.0% |
| Participant deferral / active EE | $3,047 | $5,118-40.5% | $4,709-35.3% | $6,730-54.7% |
| Admin fee / account holder | $6,748 | $7,736-12.8% | $7,244-6.9% | $14,365-53.0% |