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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 | $148,582-84.3% | $135,942-82.9% | $139,456-83.3% |
| Participation rate | 91.7% | 83.9%+7.8pp | 81.9%+9.8pp | 80.3%+11.3pp |
| Annual return | 48.29% | 79.26%-31.0pp | 68.28%-20.0pp | 373.45%-325.2pp |
| Employer contribution / active EE | $5,930 | $5,245+13.1% | $4,858+22.1% | $4,753+24.8% |
| Participant deferral / active EE | $26,520 | $8,101+227.4% | $7,759+241.8% | $6,711+295.2% |
| Admin fee / account holder | $3,136 | $12,402-74.7% | $10,764-70.9% | $11,407-72.5% |