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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 | $19,715 | $150,412-86.9% | $120,574-83.6% | $145,884-86.5% |
| Participation rate | 83.3% | 78.8%+4.5pp | 71.9%+11.4pp | 80.3%+3.0pp |
| Annual return | 8.91% | 154.50%-145.6pp | 107.42%-98.5pp | 551.85%-542.9pp |
| Employer contribution / active EE | $3,261 | $4,355-25.1% | $3,471-6.0% | $4,662-30.1% |
| Participant deferral / active EE | $3,525 | $6,175-42.9% | $4,996-29.4% | $6,690-47.3% |
| Admin fee / account holder | $452 | $12,224-96.3% | $9,445-95.2% | $13,392-96.6% |