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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 | $70,011 | $150,412-53.5% | $120,574-41.9% | $145,884-52.0% |
| Participation rate | 90.0% | 78.8%+11.2pp | 71.9%+18.1pp | 80.3%+9.7pp |
| Annual return | 13.22% | 154.50%-141.3pp | 107.42%-94.2pp | 551.85%-538.6pp |
| Employer contribution / active EE | $5,492 | $4,355+26.1% | $3,471+58.2% | $4,662+17.8% |
| Participant deferral / active EE | $3,520 | $6,175-43.0% | $4,996-29.5% | $6,690-47.4% |
| Admin fee / account holder | $4,296 | $12,224-64.9% | $9,445-54.5% | $13,392-67.9% |