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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 | $30,771 | $110,039-72.0% | $97,260-68.4% | $145,884-78.9% |
| Participation rate | 91.7% | 75.9%+15.7pp | 72.7%+19.0pp | 80.3%+11.4pp |
| Annual return | 11.71% | 244.44%-232.7pp | 75.54%-63.8pp | 551.85%-540.1pp |
| Employer contribution / active EE | $3,333 | $3,074+8.4% | $2,721+22.5% | $4,662-28.5% |
| Participant deferral / active EE | $1,820 | $4,674-61.1% | $4,262-57.3% | $6,690-72.8% |
| Admin fee / account holder | $4,277 | $6,204-31.0% | $5,640-24.2% | $13,392-68.1% |