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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 | $43,529 | $99,079-56.1% | $78,002-44.2% | $273,972-84.1% |
| Participation rate | 95.2% | 78.6%+16.7pp | 75.5%+19.7pp | 83.0%+12.2pp |
| Annual return | 6.21% | 217.93%-211.7pp | 425.99%-419.8pp | 41.46%-35.2pp |
| Employer contribution / active EE | $6,389 | $3,308+93.1% | $2,470+158.6% | $4,869+31.2% |
| Participant deferral / active EE | $2,024 | $4,306-53.0% | $3,497-42.1% | $5,287-61.7% |
| Admin fee / account holder | $2,161 | $8,954-75.9% | $5,481-60.6% | $10,133-78.7% |