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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 | $55,227 | $175,259-68.5% | $149,723-63.1% | $139,487-60.4% |
| Participation rate | 85.7% | 83.4%+2.3pp | 78.8%+6.9pp | 80.3%+5.4pp |
| Annual return | 16.31% | 166.82%-150.5pp | 134.50%-118.2pp | 373.84%-357.5pp |
| Employer contribution / active EE | $2,212 | $5,478-59.6% | $4,821-54.1% | $4,755-53.5% |
| Participant deferral / active EE | $5,834 | $6,522-10.5% | $5,682+2.7% | $6,713-13.1% |
| Admin fee / account holder | $308 | $16,158-98.1% | $13,215-97.7% | $11,407-97.3% |