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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 | $31,284 | $68,097-54.1% | $62,929-50.3% | $137,256-77.2% |
| Participation rate | 71.4% | 77.4%-6.0pp | 73.1%-1.7pp | 80.0%-8.5pp |
| Annual return | 15.91% | 1859.11%-1843.2pp | 1063.93%-1048.0pp | 220.34%-204.4pp |
| Employer contribution / active EE | $7,022 | $2,811+149.8% | $2,505+180.4% | $4,156+69.0% |
| Participant deferral / active EE | $9,750 | $4,553+114.2% | $3,888+150.7% | $6,407+52.2% |
| Admin fee / account holder | $4,640 | $6,521-28.9% | $5,065-8.4% | $12,270-62.2% |