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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 | $25,609 | $68,398-62.6% | $94,664-72.9% | $75,173-65.9% |
| Participation rate | 81.3% | 76.1%+5.2pp | 80.8%+0.4pp | 67.2%+14.0pp |
| Annual return | 299.67% | 616.72%-317.1pp | 156.84%+142.8pp | 160.72%+138.9pp |
| Employer contribution / active EE | $1,743 | $2,701-35.5% | $3,673-52.6% | $2,671-34.8% |
| Participant deferral / active EE | $4,999 | $6,537-23.5% | $7,417-32.6% | $4,126+21.2% |
| Admin fee / account holder | $8,237 | $5,324+54.7% | $7,222+14.1% | $5,651+45.8% |