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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 | $18,909 | $112,933-83.3% | $90,970-79.2% | $158,982-88.1% |
| Participation rate | 85.7% | 74.7%+11.0pp | 69.0%+16.7pp | 82.0%+3.7pp |
| Annual return | 49.60% | 215.82%-166.2pp | 134.60%-85.0pp | 302.99%-253.4pp |
| Employer contribution / active EE | $2,316 | $2,893-20.0% | $2,122+9.1% | $4,763-51.4% |
| Participant deferral / active EE | $4,262 | $4,128+3.2% | $3,373+26.3% | $5,983-28.8% |
| Admin fee / account holder | $914 | $8,047-88.6% | $5,961-84.7% | $11,252-91.9% |