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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 | $43,915 | $144,130-69.5% | $117,861-62.7% | $147,586-70.2% |
| Participation rate | 85.7% | 83.4%+2.3pp | 79.7%+6.0pp | 82.8%+2.9pp |
| Annual return | 11.95% | 531.20%-519.2pp | 335.11%-323.2pp | 578.59%-566.6pp |
| Employer contribution / active EE | $1,584 | $4,897-67.6% | $3,786-58.2% | $4,876-67.5% |
| Participant deferral / active EE | $2,148 | $5,316-59.6% | $4,482-52.1% | $5,439-60.5% |
| Admin fee / account holder | $8,196 | $10,887-24.7% | $8,021+2.2% | $10,886-24.7% |