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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 | $70,121-55.4% | $63,803-51.0% | $138,895-77.5% |
| Participation rate | 71.4% | 77.2%-5.8pp | 72.7%-1.3pp | 79.9%-8.5pp |
| Annual return | 15.91% | 946.48%-930.6pp | 543.72%-527.8pp | 145.39%-129.5pp |
| Employer contribution / active EE | $7,022 | $2,882+143.6% | $2,532+177.3% | $4,194+67.4% |
| Participant deferral / active EE | $9,750 | $4,535+115.0% | $3,843+153.7% | $6,396+52.4% |
| Admin fee / account holder | $4,640 | $6,738-31.1% | $5,196-10.7% | $12,562-63.1% |