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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 | $44,320 | $96,678-54.2% | $86,640-48.8% | $139,466-68.2% |
| Participation rate | 91.7% | 74.4%+17.3pp | 71.7%+20.0pp | 80.3%+11.3pp |
| Annual return | 15.83% | 106.69%-90.9pp | 592.52%-576.7pp | 373.66%-357.8pp |
| Employer contribution / active EE | $1,466 | $3,265-55.1% | $3,024-51.5% | $4,754-69.2% |
| Participant deferral / active EE | $2,587 | $4,837-46.5% | $4,438-41.7% | $6,712-61.5% |
| Admin fee / account holder | $3,172 | $6,410-50.5% | $5,616-43.5% | $11,409-72.2% |