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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 | $40,057 | $90,691-55.8% | $76,119-47.4% | $145,884-72.5% |
| Participation rate | 90.0% | 74.5%+15.5pp | 69.1%+20.9pp | 80.3%+9.7pp |
| Annual return | 11.90% | 624.52%-612.6pp | 361.25%-349.3pp | 551.85%-539.9pp |
| Employer contribution / active EE | $1,893 | $3,329-43.1% | $2,693-29.7% | $4,662-59.4% |
| Participant deferral / active EE | $5,486 | $5,167+6.2% | $4,259+28.8% | $6,690-18.0% |
| Admin fee / account holder | $29,713 | $8,383+254.4% | $6,421+362.7% | $13,392+121.9% |