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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 | $19,053 | $84,708-77.5% | $75,714-74.8% | $167,536-88.6% |
| Participation rate | 88.9% | 77.8%+11.1pp | 74.8%+14.1pp | 82.1%+6.8pp |
| Annual return | 11.62% | 199.62%-188.0pp | 104.62%-93.0pp | 478.82%-467.2pp |
| Employer contribution / active EE | $1,893 | $3,231-41.4% | $2,744-31.0% | $4,839-60.9% |
| Participant deferral / active EE | $3,018 | $4,577-34.1% | $3,820-21.0% | $6,342-52.4% |
| Admin fee / account holder | $6,169 | $5,358+15.1% | $3,619+70.5% | $12,315-49.9% |