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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 | $21,363 | $72,071-70.4% | $68,368-68.8% | $137,256-84.4% |
| Participation rate | 83.3% | 76.2%+7.1pp | 73.8%+9.6pp | 80.0%+3.4pp |
| Annual return | 14.09% | 353.14%-339.1pp | 292.57%-278.5pp | 220.34%-206.3pp |
| Employer contribution / active EE | $1,870 | $2,788-32.9% | $2,649-29.4% | $4,156-55.0% |
| Participant deferral / active EE | $4,379 | $4,410-0.7% | $4,123+6.2% | $6,407-31.6% |
| Admin fee / account holder | $32,830 | $5,336+515.3% | $5,150+537.5% | $12,270+167.6% |