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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 | $51,808 | $65,440-20.8% | $98,506-47.4% | $85,851-39.7% |
| Participation rate | 85.3% | 65.0%+20.3pp | 73.3%+12.0pp | 69.3%+16.0pp |
| Annual return | 13.52% | 21.75%-8.2pp | 1494.92%-1481.4pp | 318.63%-305.1pp |
| Employer contribution / active EE | $2,081 | $2,169-4.1% | $2,961-29.7% | $2,565-18.9% |
| Participant deferral / active EE | $5,310 | $3,168+67.6% | $4,277+24.2% | $3,952+34.4% |
| Admin fee / account holder | $9,530 | $4,596+107.4% | $5,955+60.0% | $6,261+52.2% |