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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 | $28,559 | $159,934-82.1% | $147,005-80.6% | $145,959-80.4% |
| Participation rate | 94.4% | 84.0%+10.4pp | 82.2%+12.3pp | 80.3%+14.2pp |
| Annual return | 23.77% | 98.24%-74.5pp | 418.76%-395.0pp | 561.95%-538.2pp |
| Employer contribution / active EE | $2,450 | $5,287-53.7% | $4,934-50.3% | $4,661-47.4% |
| Participant deferral / active EE | $6,042 | $8,427-28.3% | $8,070-25.1% | $6,689-9.7% |
| Admin fee / account holder | $2,719 | $15,053-81.9% | $13,006-79.1% | $13,398-79.7% |