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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 | $53,271 | $114,093-53.3% | $96,171-44.6% | $167,536-68.2% |
| Participation rate | 85.7% | 75.1%+10.7pp | 68.4%+17.3pp | 82.1%+3.6pp |
| Annual return | 11.20% | 190.00%-178.8pp | 192.04%-180.8pp | 478.82%-467.6pp |
| Employer contribution / active EE | $2,583 | $3,429-24.7% | $2,799-7.7% | $4,839-46.6% |
| Participant deferral / active EE | $7,898 | $5,197+52.0% | $4,350+81.6% | $6,342+24.5% |
| Admin fee / account holder | $13,048 | $6,899+89.1% | $5,538+135.6% | $12,315+6.0% |