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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 | $29,453 | $111,785-73.7% | $93,669-68.6% | $145,877-79.8% |
| Participation rate | 85.7% | 74.2%+11.5pp | 68.7%+17.0pp | 80.3%+5.4pp |
| Annual return | 51.23% | 203.79%-152.6pp | 133.59%-82.4pp | 551.28%-500.1pp |
| Employer contribution / active EE | $2,556 | $3,096-17.5% | $2,424+5.4% | $4,663-45.2% |
| Participant deferral / active EE | $4,282 | $4,919-12.9% | $4,416-3.0% | $6,691-36.0% |
| Admin fee / account holder | $1,486 | $10,256-85.5% | $8,291-82.1% | $13,402-88.9% |