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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 | $17,676 | $152,527-88.4% | $117,490-85.0% | $134,493-86.9% |
| Participation rate | 84.6% | 77.1%+7.5pp | 70.6%+14.0pp | 81.2%+3.4pp |
| Annual return | 23.43% | 53.00%-29.6pp | 29.75%-6.3pp | 418.01%-394.6pp |
| Employer contribution / active EE | $2,664 | $5,572-52.2% | $4,177-36.2% | $4,740-43.8% |
| Participant deferral / active EE | $3,341 | $4,818-30.7% | $4,071-17.9% | $6,400-47.8% |
| Admin fee / account holder | $30,026 | $7,005+328.7% | $5,646+431.9% | $11,425+162.8% |