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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 | $23,157 | $149,040-84.5% | $120,225-80.7% | $137,256-83.1% |
| Participation rate | 88.9% | 75.4%+13.5pp | 69.6%+19.3pp | 80.0%+8.9pp |
| Annual return | 18.34% | 605.68%-587.3pp | 439.23%-420.9pp | 220.34%-202.0pp |
| Employer contribution / active EE | $3,056 | $4,350-29.8% | $3,475-12.1% | $4,156-26.5% |
| Participant deferral / active EE | $3,741 | $4,655-19.6% | $3,999-6.5% | $6,407-41.6% |
| Admin fee / account holder | $2,127 | $6,348-66.5% | $5,696-62.7% | $12,270-82.7% |