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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 | $55,328 | $99,011-44.1% | $86,582-36.1% | $147,586-62.5% |
| Participation rate | 81.0% | 76.3%+4.6pp | 73.5%+7.4pp | 82.8%-1.9pp |
| Annual return | 18.40% | 1312.75%-1294.4pp | 965.08%-946.7pp | 578.59%-560.2pp |
| Employer contribution / active EE | $2,188 | $3,132-30.2% | $2,839-23.0% | $4,876-55.1% |
| Participant deferral / active EE | $5,232 | $3,972+31.7% | $3,609+45.0% | $5,439-3.8% |
| Admin fee / account holder | $6,635 | $5,709+16.2% | $4,904+35.3% | $10,886-39.1% |