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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 | $28,707 | $111,814-74.3% | $93,654-69.3% | $145,959-80.3% |
| Participation rate | 94.4% | 74.2%+20.2pp | 68.7%+25.7pp | 80.3%+14.2pp |
| Annual return | 13.63% | 203.30%-189.7pp | 133.34%-119.7pp | 561.95%-548.3pp |
| Employer contribution / active EE | $6,931 | $3,092+124.2% | $2,421+186.3% | $4,661+48.7% |
| Participant deferral / active EE | $3,402 | $4,914-30.8% | $4,413-22.9% | $6,689-49.1% |
| Admin fee / account holder | $1,122 | $10,246-89.0% | $8,282-86.5% | $13,398-91.6% |