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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 | $33,410 | $114,073-70.7% | $96,161-65.3% | $167,518-80.1% |
| Participation rate | 83.3% | 75.1%+8.3pp | 68.4%+14.9pp | 82.1%+1.2pp |
| Annual return | 16.37% | 189.95%-173.6pp | 192.01%-175.6pp | 478.71%-462.3pp |
| Employer contribution / active EE | $2,128 | $3,428-37.9% | $2,798-24.0% | $4,838-56.0% |
| Participant deferral / active EE | $4,170 | $5,195-19.7% | $4,349-4.1% | $6,342-34.3% |
| Admin fee / account holder | $3,158 | $6,899-54.2% | $5,538-43.0% | $12,312-74.4% |