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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 | $44,851 | $217,432-79.4% | $185,849-75.9% | $167,536-73.2% |
| Participation rate | 87.0% | 86.1%+0.9pp | 81.7%+5.2pp | 82.1%+4.8pp |
| Annual return | 11.80% | 148.42%-136.6pp | 122.10%-110.3pp | 478.82%-467.0pp |
| Employer contribution / active EE | $1,591 | $5,875-72.9% | $5,169-69.2% | $4,839-67.1% |
| Participant deferral / active EE | $3,220 | $6,357-49.4% | $5,569-42.2% | $6,342-49.2% |
| Admin fee / account holder | $3,460 | $19,818-82.5% | $16,244-78.7% | $12,315-71.9% |