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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 | $14,903 | $49,896-70.1% | $80,627-81.5% | $75,173-80.2% |
| Participation rate | 90.9% | 55.3%+35.6pp | 67.0%+23.9pp | 67.2%+23.7pp |
| Annual return | 23.96% | 34.67%-10.7pp | 936.76%-912.8pp | 160.72%-136.8pp |
| Employer contribution / active EE | $8,186 | $1,699+381.9% | $2,723+200.7% | $2,671+206.5% |
| Participant deferral / active EE | $6,646 | $2,992+122.2% | $4,443+49.6% | $4,126+61.1% |
| Admin fee / account holder | $3,849 | $3,578+7.6% | $5,381-28.5% | $5,651-31.9% |