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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 | $31,422 | $102,696-69.4% | $86,235-63.6% | $139,487-77.5% |
| Participation rate | 75.0% | 74.5%+0.5pp | 69.0%+6.0pp | 80.3%-5.3pp |
| Annual return | 15.83% | 1925.91%-1910.1pp | 1170.03%-1154.2pp | 373.84%-358.0pp |
| Employer contribution / active EE | $1,062 | $3,034-65.0% | $2,381-55.4% | $4,755-77.7% |
| Participant deferral / active EE | $2,732 | $4,679-41.6% | $3,987-31.5% | $6,713-59.3% |
| Admin fee / account holder | $968 | $8,667-88.8% | $6,856-85.9% | $11,407-91.5% |