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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 | $15,206 | $104,953-85.5% | $84,637-82.0% | $152,909-90.1% |
| Participation rate | 81.8% | 74.8%+7.0pp | 68.2%+13.6pp | 82.5%-0.6pp |
| Annual return | 40.94% | 373.94%-333.0pp | 258.82%-217.9pp | 345.46%-304.5pp |
| Employer contribution / active EE | $2,298 | $3,304-30.4% | $2,653-13.4% | $4,764-51.8% |
| Participant deferral / active EE | $7,324 | $4,691+56.1% | $3,900+87.8% | $5,851+25.2% |
| Admin fee / account holder | $1,205 | $6,244-80.7% | $4,914-75.5% | $11,601-89.6% |