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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 | $46,747 | $106,003-55.9% | $92,236-49.3% | $147,585-68.3% |
| Participation rate | 93.3% | 80.4%+12.9pp | 76.5%+16.9pp | 82.8%+10.5pp |
| Annual return | 20.26% | 50.05%-29.8pp | 176.29%-156.0pp | 578.57%-558.3pp |
| Employer contribution / active EE | $3,735 | $4,333-13.8% | $3,679+1.5% | $4,876-23.4% |
| Participant deferral / active EE | $8,395 | $4,478+87.5% | $3,897+115.4% | $5,439+54.4% |
| Admin fee / account holder | $3,464 | $6,333-45.3% | $5,194-33.3% | $10,885-68.2% |