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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 | $33,051 | $102,595-67.8% | $94,057-64.9% | $154,746-78.6% |
| Participation rate | 81.8% | 76.0%+5.8pp | 73.3%+8.5pp | 80.7%+1.1pp |
| Annual return | 13.71% | 583.42%-569.7pp | 480.62%-466.9pp | 172.34%-158.6pp |
| Employer contribution / active EE | $1,934 | $3,147-38.6% | $2,933-34.1% | $4,379-55.8% |
| Participant deferral / active EE | $2,416 | $5,118-52.8% | $4,709-48.7% | $6,730-64.1% |
| Admin fee / account holder | $71,086 | $7,736+818.9% | $7,244+881.2% | $14,365+394.8% |