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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 | $21,347 | $111,785-80.9% | $93,669-77.2% | $145,877-85.4% |
| Participation rate | 83.3% | 74.2%+9.1pp | 68.7%+14.6pp | 80.3%+3.0pp |
| Annual return | 14.10% | 203.79%-189.7pp | 133.59%-119.5pp | 551.28%-537.2pp |
| Employer contribution / active EE | $859 | $3,096-72.3% | $2,424-64.6% | $4,663-81.6% |
| Participant deferral / active EE | $1,808 | $4,919-63.2% | $4,416-59.1% | $6,691-73.0% |
| Admin fee / account holder | $1,666 | $10,256-83.8% | $8,291-79.9% | $13,402-87.6% |