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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 | $7,824 | $102,595-92.4% | $94,057-91.7% | $154,746-94.9% |
| Participation rate | 92.9% | 76.0%+16.9pp | 73.3%+19.5pp | 80.7%+12.2pp |
| Annual return | 16.44% | 583.42%-567.0pp | 480.62%-464.2pp | 172.34%-155.9pp |
| Employer contribution / active EE | $2,163 | $3,147-31.3% | $2,933-26.3% | $4,379-50.6% |
| Participant deferral / active EE | $5,509 | $5,118+7.6% | $4,709+17.0% | $6,730-18.2% |
| Admin fee / account holder | $4,698 | $7,736-39.3% | $7,244-35.1% | $14,365-67.3% |