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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 | $27,255 | $176,077-84.5% | $159,455-82.9% | $167,518-83.7% |
| Participation rate | 92.9% | 84.9%+7.9pp | 82.8%+10.0pp | 82.1%+10.7pp |
| Annual return | 38.49% | 331.83%-293.3pp | 263.63%-225.1pp | 478.71%-440.2pp |
| Employer contribution / active EE | $1,659 | $5,298-68.7% | $4,830-65.7% | $4,838-65.7% |
| Participant deferral / active EE | $7,311 | $7,751-5.7% | $7,353-0.6% | $6,342+15.3% |
| Admin fee / account holder | $1,518 | $12,556-87.9% | $10,800-85.9% | $12,312-87.7% |