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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 | $27,656 | $85,790-67.8% | $67,313-58.9% | $135,380-79.6% |
| Participation rate | 90.0% | 76.5%+13.5pp | 69.1%+20.9pp | 82.6%+7.4pp |
| Annual return | 59.86% | -0.54%+60.4pp | -4.08%+63.9pp | 519.81%-459.9pp |
| Employer contribution / active EE | $7,563 | $3,487+116.9% | $2,566+194.8% | $4,779+58.2% |
| Participant deferral / active EE | $3,490 | $4,651-25.0% | $3,568-2.2% | $5,609-37.8% |
| Admin fee / account holder | $792 | $6,392-87.6% | $4,507-82.4% | $10,828-92.7% |