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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 | $36,355 | $160,028-77.3% | $147,080-75.3% | $145,884-75.1% |
| Participation rate | 94.4% | 84.0%+10.4pp | 82.2%+12.3pp | 80.3%+14.1pp |
| Annual return | 17.05% | 98.60%-81.6pp | 420.17%-403.1pp | 551.85%-534.8pp |
| Employer contribution / active EE | $3,438 | $5,286-35.0% | $4,933-30.3% | $4,662-26.3% |
| Participant deferral / active EE | $5,712 | $8,422-32.2% | $8,066-29.2% | $6,690-14.6% |
| Admin fee / account holder | $6,137 | $15,030-59.2% | $12,989-52.8% | $13,392-54.2% |