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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 | $54,537 | $114,093-52.2% | $96,171-43.3% | $167,536-67.4% |
| Participation rate | 85.0% | 75.1%+9.9pp | 68.4%+16.6pp | 82.1%+2.9pp |
| Annual return | 100.04% | 190.00%-90.0pp | 192.04%-92.0pp | 478.82%-378.8pp |
| Employer contribution / active EE | $1,511 | $3,429-55.9% | $2,799-46.0% | $4,839-68.8% |
| Participant deferral / active EE | $7,206 | $5,197+38.7% | $4,350+65.7% | $6,342+13.6% |
| Admin fee / account holder | $7,944 | $6,899+15.1% | $5,538+43.4% | $12,315-35.5% |