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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 | $22,259 | $109,372-79.6% | $89,414-75.1% | $158,966-86.0% |
| Participation rate | 85.7% | 74.3%+11.4pp | 68.0%+17.7pp | 82.0%+3.8pp |
| Annual return | 16.67% | 345.55%-328.9pp | 245.50%-228.8pp | 302.95%-286.3pp |
| Employer contribution / active EE | $5,650 | $3,171+78.2% | $2,586+118.5% | $4,762+18.6% |
| Participant deferral / active EE | $5,877 | $4,598+27.8% | $3,890+51.1% | $5,983-1.8% |
| Admin fee / account holder | $10,118 | $6,156+64.3% | $4,883+107.2% | $11,250-10.1% |