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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 | $15,907 | $76,368-79.2% | $67,681-76.5% | $154,746-89.7% |
| Participation rate | 80.0% | 79.0%+1.0pp | 73.7%+6.3pp | 80.7%-0.7pp |
| Annual return | 14.34% | 1066.77%-1052.4pp | 590.58%-576.2pp | 172.34%-158.0pp |
| Employer contribution / active EE | $4,694 | $3,151+48.9% | $2,678+75.3% | $4,379+7.2% |
| Participant deferral / active EE | $5,551 | $4,824+15.1% | $3,976+39.6% | $6,730-17.5% |
| Admin fee / account holder | $3,063 | $8,559-64.2% | $6,100-49.8% | $14,365-78.7% |