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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 | $27,467 | $106,008-74.1% | $92,240-70.2% | $147,586-81.4% |
| Participation rate | 75.0% | 80.4%-5.4pp | 76.5%-1.5pp | 82.8%-7.8pp |
| Annual return | 22.45% | 50.05%-27.6pp | 176.29%-153.8pp | 578.59%-556.1pp |
| Employer contribution / active EE | $3,901 | $4,333-10.0% | $3,680+6.0% | $4,876-20.0% |
| Participant deferral / active EE | $5,844 | $4,478+30.5% | $3,897+50.0% | $5,439+7.4% |
| Admin fee / account holder | $2,964 | $6,333-53.2% | $5,194-42.9% | $10,886-72.8% |