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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 | $53,948 | $106,005-49.1% | $92,239-41.5% | $147,585-63.4% |
| Participation rate | 90.5% | 80.4%+10.1pp | 76.5%+14.0pp | 82.8%+7.6pp |
| Annual return | 10.30% | 50.05%-39.7pp | 176.29%-166.0pp | 578.58%-568.3pp |
| Employer contribution / active EE | $1,149 | $4,333-73.5% | $3,680-68.8% | $4,876-76.4% |
| Participant deferral / active EE | $2,812 | $4,478-37.2% | $3,897-27.8% | $5,439-48.3% |
| Admin fee / account holder | $5,709 | $6,333-9.8% | $5,194+9.9% | $10,886-47.6% |