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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 | $27,439 | $73,546-62.7% | $63,018-56.5% | $147,586-81.4% |
| Participation rate | 91.7% | 77.9%+13.8pp | 74.8%+16.9pp | 82.8%+8.8pp |
| Annual return | 9.56% | 175.56%-166.0pp | 87.62%-78.1pp | 578.59%-569.0pp |
| Employer contribution / active EE | $2,049 | $3,324-38.3% | $2,761-25.8% | $4,876-58.0% |
| Participant deferral / active EE | $3,217 | $4,185-23.1% | $3,330-3.4% | $5,439-40.8% |
| Admin fee / account holder | $8,863 | $5,956+48.8% | $3,601+146.1% | $10,886-18.6% |