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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 | $57,642 | $176,105-67.3% | $159,474-63.9% | $167,536-65.6% |
| Participation rate | 88.9% | 85.0%+3.9pp | 82.8%+6.1pp | 82.1%+6.8pp |
| Annual return | 21.26% | 331.91%-310.7pp | 263.68%-242.4pp | 478.82%-457.6pp |
| Employer contribution / active EE | $2,365 | $5,299-55.4% | $4,831-51.0% | $4,839-51.1% |
| Participant deferral / active EE | $5,052 | $7,751-34.8% | $7,353-31.3% | $6,342-20.3% |
| Admin fee / account holder | $23,924 | $12,559+90.5% | $10,802+121.5% | $12,315+94.3% |