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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 | $36,525 | $88,754-58.8% | $81,820-55.4% | $145,877-75.0% |
| Participation rate | 86.7% | 75.1%+11.6pp | 72.4%+14.3pp | 80.3%+6.4pp |
| Annual return | 16.04% | 1031.77%-1015.7pp | 777.93%-761.9pp | 551.28%-535.2pp |
| Employer contribution / active EE | $1,623 | $3,085-47.4% | $2,915-44.3% | $4,663-65.2% |
| Participant deferral / active EE | $4,687 | $4,648+0.8% | $4,323+8.4% | $6,691-29.9% |
| Admin fee / account holder | $3,338 | $8,424-60.4% | $7,391-54.8% | $13,402-75.1% |