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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 | $50,002 | $106,003-52.8% | $92,236-45.8% | $147,585-66.1% |
| Participation rate | 91.7% | 80.4%+11.3pp | 76.5%+15.2pp | 82.8%+8.8pp |
| Annual return | 22.64% | 50.05%-27.4pp | 176.29%-153.6pp | 578.57%-555.9pp |
| Employer contribution / active EE | $2,469 | $4,333-43.0% | $3,679-32.9% | $4,876-49.4% |
| Participant deferral / active EE | $3,154 | $4,478-29.6% | $3,897-19.1% | $5,439-42.0% |
| Admin fee / account holder | $1,505 | $6,333-76.2% | $5,194-71.0% | $10,885-86.2% |