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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 | $27,495 | $202,440-86.4% | $169,390-83.8% | $139,466-80.3% |
| Participation rate | 93.3% | 81.1%+12.2pp | 77.2%+16.2pp | 80.3%+13.0pp |
| Annual return | 28.28% | 532.36%-504.1pp | 406.07%-377.8pp | 373.66%-345.4pp |
| Employer contribution / active EE | $1,700 | $4,693-63.8% | $4,013-57.6% | $4,754-64.2% |
| Participant deferral / active EE | $6,169 | $6,940-11.1% | $6,222-0.9% | $6,712-8.1% |
| Admin fee / account holder | $5,084 | $10,722-52.6% | $9,015-43.6% | $11,409-55.4% |