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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 | $53,850 | $96,678-44.3% | $86,640-37.8% | $139,466-61.4% |
| Participation rate | 90.0% | 74.4%+15.6pp | 71.7%+18.3pp | 80.3%+9.7pp |
| Annual return | 12.77% | 106.69%-93.9pp | 592.52%-579.8pp | 373.66%-360.9pp |
| Employer contribution / active EE | $935 | $3,265-71.4% | $3,024-69.1% | $4,754-80.3% |
| Participant deferral / active EE | $1,485 | $4,837-69.3% | $4,438-66.5% | $6,712-77.9% |
| Admin fee / account holder | $13,041 | $6,410+103.4% | $5,616+132.2% | $11,409+14.3% |