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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 | $23,289 | $148,623-84.3% | $135,974-82.9% | $139,466-83.3% |
| Participation rate | 91.7% | 83.9%+7.8pp | 81.9%+9.7pp | 80.3%+11.3pp |
| Annual return | 48.29% | 79.30%-31.0pp | 68.30%-20.0pp | 373.66%-325.4pp |
| Employer contribution / active EE | $5,930 | $5,246+13.0% | $4,859+22.0% | $4,754+24.7% |
| Participant deferral / active EE | $26,520 | $8,103+227.3% | $7,760+241.8% | $6,712+295.1% |
| Admin fee / account holder | $3,136 | $12,406-74.7% | $10,767-70.9% | $11,409-72.5% |