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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 | $27,097 | $175,259-84.5% | $149,723-81.9% | $139,487-80.6% |
| Participation rate | 90.0% | 83.4%+6.6pp | 78.8%+11.2pp | 80.3%+9.7pp |
| Annual return | 17.20% | 166.82%-149.6pp | 134.50%-117.3pp | 373.84%-356.6pp |
| Employer contribution / active EE | $3,557 | $5,478-35.1% | $4,821-26.2% | $4,755-25.2% |
| Participant deferral / active EE | $5,829 | $6,522-10.6% | $5,682+2.6% | $6,713-13.2% |
| Admin fee / account holder | $8,974 | $16,158-44.5% | $13,215-32.1% | $11,407-21.3% |