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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 | $11,406 | $72,071-84.2% | $68,368-83.3% | $137,256-91.7% |
| Participation rate | 88.9% | 76.2%+12.7pp | 73.8%+15.1pp | 80.0%+8.9pp |
| Annual return | 21.66% | 353.14%-331.5pp | 292.57%-270.9pp | 220.34%-198.7pp |
| Employer contribution / active EE | $1,742 | $2,788-37.5% | $2,649-34.2% | $4,156-58.1% |
| Participant deferral / active EE | $4,635 | $4,410+5.1% | $4,123+12.4% | $6,407-27.7% |
| Admin fee / account holder | $1,880 | $5,336-64.8% | $5,150-63.5% | $12,270-84.7% |