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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 | $15,485 | $72,071-78.5% | $68,368-77.4% | $137,256-88.7% |
| Participation rate | 87.5% | 76.2%+11.3pp | 73.8%+13.7pp | 80.0%+7.5pp |
| Annual return | 13.74% | 353.14%-339.4pp | 292.57%-278.8pp | 220.34%-206.6pp |
| Employer contribution / active EE | $1,835 | $2,788-34.2% | $2,649-30.7% | $4,156-55.8% |
| Participant deferral / active EE | $4,096 | $4,410-7.1% | $4,123-0.6% | $6,407-36.1% |
| Admin fee / account holder | $2,407 | $5,336-54.9% | $5,150-53.3% | $12,270-80.4% |