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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 | $21,289 | $158,393-86.6% | $143,412-85.2% | $155,188-86.3% |
| Participation rate | 87.5% | 79.7%+7.8pp | 78.5%+9.0pp | 80.8%+6.7pp |
| Annual return | 9.82% | 324.22%-314.4pp | 256.99%-247.2pp | 148.84%-139.0pp |
| Employer contribution / active EE | $2,922 | $3,911-25.3% | $3,748-22.0% | $4,248-31.2% |
| Participant deferral / active EE | $5,961 | $7,193-17.1% | $6,816-12.5% | $6,531-8.7% |
| Admin fee / account holder | $23,794 | $12,964+83.5% | $11,396+108.8% | $14,480+64.3% |