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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 | $7,684 | $149,040-94.8% | $120,225-93.6% | $137,256-94.4% |
| Participation rate | 81.8% | 75.4%+6.4pp | 69.6%+12.2pp | 80.0%+1.9pp |
| Annual return | 24.99% | 605.68%-580.7pp | 439.23%-414.2pp | 220.34%-195.3pp |
| Employer contribution / active EE | $2,045 | $4,350-53.0% | $3,475-41.2% | $4,156-50.8% |
| Participant deferral / active EE | $2,780 | $4,655-40.3% | $3,999-30.5% | $6,407-56.6% |
| Admin fee / account holder | $2,125 | $6,348-66.5% | $5,696-62.7% | $12,270-82.7% |