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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 | $111,787-74.3% | $93,681-69.4% | $145,978-80.3% |
| Participation rate | 94.4% | 74.2%+20.2pp | 68.7%+25.7pp | 80.3%+14.2pp |
| Annual return | 13.63% | 203.52%-189.9pp | 133.47%-119.8pp | 550.52%-536.9pp |
| Employer contribution / active EE | $6,931 | $3,093+124.1% | $2,422+186.2% | $4,662+48.7% |
| Participant deferral / active EE | $3,402 | $4,918-30.8% | $4,415-22.9% | $6,690-49.1% |
| Admin fee / account holder | $1,122 | $10,256-89.1% | $8,290-86.5% | $13,400-91.6% |