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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 | $86,473 | $150,435-42.5% | $120,580-28.3% | $145,897-40.7% |
| Participation rate | 93.8% | 78.8%+14.9pp | 72.0%+21.8pp | 80.3%+13.4pp |
| Annual return | 9.27% | 154.60%-145.3pp | 107.48%-98.2pp | 552.29%-543.0pp |
| Employer contribution / active EE | $2,242 | $4,352-48.5% | $3,469-35.4% | $4,663-51.9% |
| Participant deferral / active EE | $1,637 | $6,174-73.5% | $4,995-67.2% | $6,689-75.5% |
| Admin fee / account holder | $2,558 | $12,182-79.0% | $9,418-72.8% | $13,390-80.9% |