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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 | $16,810 | $72,071-76.7% | $68,368-75.4% | $137,256-87.8% |
| Participation rate | 95.7% | 76.2%+19.4pp | 73.8%+21.9pp | 80.0%+15.7pp |
| Annual return | 44.18% | 353.14%-309.0pp | 292.57%-248.4pp | 220.34%-176.2pp |
| Employer contribution / active EE | $2,446 | $2,788-12.3% | $2,649-7.7% | $4,156-41.2% |
| Participant deferral / active EE | $4,189 | $4,410-5.0% | $4,123+1.6% | $6,407-34.6% |
| Admin fee / account holder | $6,305 | $5,336+18.2% | $5,150+22.4% | $12,270-48.6% |