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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 | $50,959 | $96,691-47.3% | $86,656-41.2% | $139,487-63.5% |
| Participation rate | 83.3% | 74.4%+8.9pp | 71.7%+11.6pp | 80.3%+3.0pp |
| Annual return | 15.06% | 106.87%-91.8pp | 593.09%-578.0pp | 373.84%-358.8pp |
| Employer contribution / active EE | $2,595 | $3,267-20.6% | $3,025-14.2% | $4,755-45.4% |
| Participant deferral / active EE | $4,567 | $4,838-5.6% | $4,439+2.9% | $6,713-32.0% |
| Admin fee / account holder | $2,543 | $6,414-60.3% | $5,619-54.7% | $11,407-77.7% |