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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 | $27,400 | $102,663-73.3% | $86,216-68.2% | $139,466-80.4% |
| Participation rate | 72.7% | 74.5%-1.8pp | 69.0%+3.8pp | 80.3%-7.6pp |
| Annual return | 21.15% | 1924.52%-1903.4pp | 1169.42%-1148.3pp | 373.66%-352.5pp |
| Employer contribution / active EE | $5,002 | $3,035+64.8% | $2,382+110.0% | $4,754+5.2% |
| Participant deferral / active EE | $6,913 | $4,677+47.8% | $3,986+73.4% | $6,712+3.0% |
| Admin fee / account holder | $3,681 | $8,663-57.5% | $6,853-46.3% | $11,409-67.7% |