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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 | $37,079 | $111,785-66.8% | $93,669-60.4% | $145,877-74.6% |
| Participation rate | 93.3% | 74.2%+19.1pp | 68.7%+24.6pp | 80.3%+13.0pp |
| Annual return | 16.29% | 203.79%-187.5pp | 133.59%-117.3pp | 551.28%-535.0pp |
| Employer contribution / active EE | $5,379 | $3,096+73.8% | $2,424+122.0% | $4,663+15.4% |
| Participant deferral / active EE | $6,583 | $4,919+33.8% | $4,416+49.1% | $6,691-1.6% |
| Admin fee / account holder | $660 | $10,256-93.6% | $8,291-92.0% | $13,402-95.1% |