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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 | $26,497 | $129,737-79.6% | $119,126-77.8% | $154,746-82.9% |
| Participation rate | 83.3% | 78.9%+4.5pp | 75.8%+7.6pp | 80.7%+2.6pp |
| Annual return | 57.58% | 379.08%-321.5pp | 282.11%-224.5pp | 172.34%-114.8pp |
| Employer contribution / active EE | $2,644 | $4,375-39.6% | $4,034-34.4% | $4,379-39.6% |
| Participant deferral / active EE | $6,052 | $5,842+3.6% | $5,318+13.8% | $6,730-10.1% |
| Admin fee / account holder | $2,606 | $11,961-78.2% | $10,693-75.6% | $14,365-81.9% |