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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 | $46,604 | $149,040-68.7% | $120,225-61.2% | $137,256-66.0% |
| Participation rate | 90.0% | 75.4%+14.6pp | 69.6%+20.4pp | 80.0%+10.0pp |
| Annual return | 18.72% | 605.68%-587.0pp | 439.23%-420.5pp | 220.34%-201.6pp |
| Employer contribution / active EE | $2,405 | $4,350-44.7% | $3,475-30.8% | $4,156-42.1% |
| Participant deferral / active EE | $4,549 | $4,655-2.3% | $3,999+13.8% | $6,407-29.0% |
| Admin fee / account holder | $2,448 | $6,348-61.4% | $5,696-57.0% | $12,270-80.1% |