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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 | $39,546 | $150,412-73.7% | $120,574-67.2% | $145,884-72.9% |
| Participation rate | 83.3% | 78.8%+4.5pp | 71.9%+11.4pp | 80.3%+3.0pp |
| Annual return | 11.63% | 154.50%-142.9pp | 107.42%-95.8pp | 551.85%-540.2pp |
| Employer contribution / active EE | $2,245 | $4,355-48.4% | $3,471-35.3% | $4,662-51.8% |
| Participant deferral / active EE | $5,077 | $6,175-17.8% | $4,996+1.6% | $6,690-24.1% |
| Admin fee / account holder | $579 | $12,224-95.3% | $9,445-93.9% | $13,392-95.7% |