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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 | $24,050 | $138,072-82.6% | $123,549-80.5% | $135,382-82.2% |
| Participation rate | 90.9% | 84.7%+6.2pp | 82.3%+8.6pp | 82.6%+8.3pp |
| Annual return | 32.46% | 153.69%-121.2pp | 119.20%-86.7pp | 519.77%-487.3pp |
| Employer contribution / active EE | $2,145 | $5,152-58.4% | $4,628-53.7% | $4,779-55.1% |
| Participant deferral / active EE | $2,821 | $6,799-58.5% | $6,426-56.1% | $5,609-49.7% |
| Admin fee / account holder | $1,416 | $10,917-87.0% | $9,284-84.7% | $10,829-86.9% |