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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 | $44,283 | $65,440-32.3% | $98,506-55.0% | $85,851-48.4% |
| Participation rate | 75.9% | 65.0%+10.8pp | 73.3%+2.5pp | 69.3%+6.5pp |
| Annual return | 21.03% | 21.75%-0.7pp | 1494.92%-1473.9pp | 318.63%-297.6pp |
| Employer contribution / active EE | $2,533 | $2,169+16.8% | $2,961-14.5% | $2,565-1.3% |
| Participant deferral / active EE | $2,826 | $3,168-10.8% | $4,277-33.9% | $3,952-28.5% |
| Admin fee / account holder | $3,261 | $4,596-29.0% | $5,955-45.2% | $6,261-47.9% |