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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 | $15,073 | $72,071-79.1% | $68,368-78.0% | $137,256-89.0% |
| Participation rate | 80.0% | 76.2%+3.8pp | 73.8%+6.2pp | 80.0%0pp |
| Annual return | 19.23% | 353.14%-333.9pp | 292.57%-273.3pp | 220.34%-201.1pp |
| Employer contribution / active EE | $2,086 | $2,788-25.2% | $2,649-21.3% | $4,156-49.8% |
| Participant deferral / active EE | $4,349 | $4,410-1.4% | $4,123+5.5% | $6,407-32.1% |
| Admin fee / account holder | $9,947 | $5,336+86.4% | $5,150+93.2% | $12,270-18.9% |