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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 | $38,839 | $149,040-73.9% | $120,225-67.7% | $137,256-71.7% |
| Participation rate | 75.0% | 75.4%-0.4pp | 69.6%+5.4pp | 80.0%-5.0pp |
| Annual return | 54.15% | 605.68%-551.5pp | 439.23%-385.1pp | 220.34%-166.2pp |
| Employer contribution / active EE | $2,227 | $4,350-48.8% | $3,475-35.9% | $4,156-46.4% |
| Participant deferral / active EE | $5,639 | $4,655+21.2% | $3,999+41.0% | $6,407-12.0% |
| Admin fee / account holder | $4,569 | $6,348-28.0% | $5,696-19.8% | $12,270-62.8% |