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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 | $46,659 | $160,040-70.8% | $147,096-68.3% | $145,877-68.0% |
| Participation rate | 94.1% | 84.0%+10.1pp | 82.2%+11.9pp | 80.3%+13.8pp |
| Annual return | 29.53% | 98.49%-69.0pp | 419.75%-390.2pp | 551.28%-521.8pp |
| Employer contribution / active EE | $2,671 | $5,289-49.5% | $4,936-45.9% | $4,663-42.7% |
| Participant deferral / active EE | $7,851 | $8,429-6.9% | $8,071-2.7% | $6,691+17.3% |
| Admin fee / account holder | $2,102 | $15,050-86.0% | $13,005-83.8% | $13,402-84.3% |