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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 | $29,171 | $103,008-71.7% | $90,304-67.7% | $152,897-80.9% |
| Participation rate | 77.8% | 75.9%+1.9pp | 73.3%+4.5pp | 82.5%-4.7pp |
| Annual return | 18.79% | 95.22%-76.4pp | 78.13%-59.3pp | 345.43%-326.6pp |
| Employer contribution / active EE | $2,365 | $3,139-24.7% | $2,855-17.2% | $4,764-50.4% |
| Participant deferral / active EE | $2,391 | $4,281-44.1% | $3,885-38.5% | $5,851-59.1% |
| Admin fee / account holder | $16,732 | $6,175+171.0% | $5,354+212.5% | $11,599+44.3% |