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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 | $45,466 | $109,967-58.7% | $97,197-53.2% | $145,877-68.8% |
| Participation rate | 91.7% | 76.0%+15.7pp | 72.7%+19.0pp | 80.3%+11.4pp |
| Annual return | 8.26% | 244.27%-236.0pp | 75.47%-67.2pp | 551.28%-543.0pp |
| Employer contribution / active EE | $15,401 | $3,077+400.6% | $2,723+465.6% | $4,663+230.3% |
| Participant deferral / active EE | $2,245 | $4,676-52.0% | $4,263-47.3% | $6,691-66.5% |
| Admin fee / account holder | $359 | $6,199-94.2% | $5,637-93.6% | $13,402-97.3% |