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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 | $42,670 | $90,489-52.8% | $76,051-43.9% | $145,978-70.8% |
| Participation rate | 87.0% | 74.5%+12.5pp | 69.1%+17.9pp | 80.3%+6.7pp |
| Annual return | 15.96% | 622.78%-606.8pp | 360.42%-344.5pp | 550.52%-534.6pp |
| Employer contribution / active EE | $4,921 | $3,319+48.2% | $2,690+83.0% | $4,662+5.6% |
| Participant deferral / active EE | $7,236 | $5,164+40.1% | $4,257+70.0% | $6,690+8.2% |
| Admin fee / account holder | $27,329 | $8,374+226.3% | $6,416+325.9% | $13,400+103.9% |