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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 | $39,344 | $84,713-53.6% | $75,717-48.0% | $167,518-76.5% |
| Participation rate | 90.9% | 77.8%+13.1pp | 74.8%+16.1pp | 82.1%+8.8pp |
| Annual return | 14.85% | 199.49%-184.6pp | 104.58%-89.7pp | 478.71%-463.9pp |
| Employer contribution / active EE | $6,236 | $3,229+93.1% | $2,743+127.3% | $4,838+28.9% |
| Participant deferral / active EE | $6,326 | $4,578+38.2% | $3,821+65.6% | $6,342-0.2% |
| Admin fee / account holder | $369 | $5,357-93.1% | $3,619-89.8% | $12,312-97.0% |