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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 | $29,429 | $106,905-72.5% | $84,020-65.0% | $152,885-80.8% |
| Participation rate | 94.7% | 75.2%+19.5pp | 69.0%+25.7pp | 82.5%+12.3pp |
| Annual return | 23.38% | 105.00%-81.6pp | 71.31%-47.9pp | 345.39%-322.0pp |
| Employer contribution / active EE | $5,394 | $2,735+97.2% | $1,984+171.9% | $4,763+13.2% |
| Participant deferral / active EE | $1,677 | $4,012-58.2% | $3,239-48.2% | $5,851-71.3% |
| Admin fee / account holder | $4,123 | $8,287-50.2% | $6,101-32.4% | $11,598-64.5% |