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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 | $43,762 | $96,678-54.7% | $86,640-49.5% | $139,466-68.6% |
| Participation rate | 85.7% | 74.4%+11.3pp | 71.7%+14.0pp | 80.3%+5.4pp |
| Annual return | 21.50% | 106.69%-85.2pp | 592.52%-571.0pp | 373.66%-352.2pp |
| Employer contribution / active EE | $2,263 | $3,265-30.7% | $3,024-25.2% | $4,754-52.4% |
| Participant deferral / active EE | $4,127 | $4,837-14.7% | $4,438-7.0% | $6,712-38.5% |
| Admin fee / account holder | $810 | $6,410-87.4% | $5,616-85.6% | $11,409-92.9% |