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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 | $27,388 | $114,130-76.0% | $96,192-71.5% | $167,553-83.7% |
| Participation rate | 90.9% | 75.1%+15.8pp | 68.4%+22.5pp | 82.1%+8.8pp |
| Annual return | 13.34% | 190.07%-176.7pp | 192.09%-178.8pp | 478.89%-465.6pp |
| Employer contribution / active EE | $611 | $3,431-82.2% | $2,799-78.2% | $4,840-87.4% |
| Participant deferral / active EE | $5,063 | $5,198-2.6% | $4,351+16.4% | $6,343-20.2% |
| Admin fee / account holder | $3,173 | $6,901-54.0% | $5,539-42.7% | $12,316-74.2% |