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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 | $38,455 | $107,363-64.2% | $92,909-58.6% | $152,897-74.8% |
| Participation rate | 90.0% | 79.8%+10.2pp | 76.0%+14.0pp | 82.5%+7.5pp |
| Annual return | 15.72% | 145.63%-129.9pp | 109.44%-93.7pp | 345.43%-329.7pp |
| Employer contribution / active EE | $2,526 | $4,222-40.2% | $3,653-30.9% | $4,764-47.0% |
| Participant deferral / active EE | $2,970 | $4,848-38.7% | $4,238-29.9% | $5,851-49.2% |
| Admin fee / account holder | $119,419 | $7,082+1586.4% | $5,795+1960.7% | $11,599+929.5% |