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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 | $50,739 | $102,595-50.5% | $94,057-46.1% | $154,746-67.2% |
| Participation rate | 88.9% | 76.0%+12.9pp | 73.3%+15.5pp | 80.7%+8.2pp |
| Annual return | 21.83% | 583.42%-561.6pp | 480.62%-458.8pp | 172.34%-150.5pp |
| Employer contribution / active EE | $2,618 | $3,147-16.8% | $2,933-10.7% | $4,379-40.2% |
| Participant deferral / active EE | $6,977 | $5,118+36.3% | $4,709+48.2% | $6,730+3.7% |
| Admin fee / account holder | $489 | $7,736-93.7% | $7,244-93.2% | $14,365-96.6% |