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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 | $18,670 | $162,529-88.5% | $130,788-85.7% | $154,746-87.9% |
| Participation rate | 90.0% | 75.9%+14.1pp | 70.1%+19.9pp | 80.7%+9.3pp |
| Annual return | 14.91% | 510.48%-495.6pp | 386.44%-371.5pp | 172.34%-157.4pp |
| Employer contribution / active EE | $1,699 | $4,447-61.8% | $3,558-52.2% | $4,379-61.2% |
| Participant deferral / active EE | $3,399 | $4,808-29.3% | $4,137-17.8% | $6,730-49.5% |
| Admin fee / account holder | $9,386 | $7,669+22.4% | $6,673+40.7% | $14,365-34.7% |