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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 | $41,086 | $114,130-64.0% | $96,192-57.3% | $167,553-75.5% |
| Participation rate | 95.5% | 75.1%+20.4pp | 68.4%+27.0pp | 82.1%+13.3pp |
| Annual return | 15.32% | 190.07%-174.7pp | 192.09%-176.8pp | 478.89%-463.6pp |
| Employer contribution / active EE | $2,634 | $3,431-23.2% | $2,799-5.9% | $4,840-45.6% |
| Participant deferral / active EE | $6,879 | $5,198+32.3% | $4,351+58.1% | $6,343+8.5% |
| Admin fee / account holder | $3,029 | $6,901-56.1% | $5,539-45.3% | $12,316-75.4% |