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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 | $52,333 | $175,231-70.1% | $149,696-65.0% | $139,466-62.5% |
| Participation rate | 91.7% | 83.4%+8.3pp | 78.8%+12.9pp | 80.3%+11.3pp |
| Annual return | 22.03% | 166.77%-144.7pp | 134.46%-112.4pp | 373.66%-351.6pp |
| Employer contribution / active EE | $1,845 | $5,478-66.3% | $4,821-61.7% | $4,754-61.2% |
| Participant deferral / active EE | $6,258 | $6,521-4.0% | $5,682+10.1% | $6,712-6.8% |
| Admin fee / account holder | $3,782 | $16,155-76.6% | $13,212-71.4% | $11,409-66.8% |