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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 | $23,676 | $90,614-73.9% | $76,089-68.9% | $145,877-83.8% |
| Participation rate | 92.9% | 74.5%+18.4pp | 69.1%+23.8pp | 80.3%+12.6pp |
| Annual return | 8.78% | 623.80%-615.0pp | 360.94%-352.2pp | 551.28%-542.5pp |
| Employer contribution / active EE | $5,567 | $3,324+67.5% | $2,690+106.9% | $4,663+19.4% |
| Participant deferral / active EE | $8,343 | $5,168+61.4% | $4,259+95.9% | $6,691+24.7% |
| Admin fee / account holder | $41,253 | $8,376+392.5% | $6,418+542.8% | $13,402+207.8% |