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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 | $29,343 | $84,713-65.4% | $75,717-61.2% | $167,518-82.5% |
| Participation rate | 91.7% | 77.8%+13.8pp | 74.8%+16.8pp | 82.1%+9.6pp |
| Annual return | 17.82% | 199.49%-181.7pp | 104.58%-86.8pp | 478.71%-460.9pp |
| Employer contribution / active EE | $1,221 | $3,229-62.2% | $2,743-55.5% | $4,838-74.8% |
| Participant deferral / active EE | $6,956 | $4,578+51.9% | $3,821+82.1% | $6,342+9.7% |
| Admin fee / account holder | $8,296 | $5,357+54.9% | $3,619+129.2% | $12,312-32.6% |