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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 | $45,983 | $63,346-27.4% | $92,240-50.1% | $70,126-34.4% |
| Participation rate | 86.4% | 68.7%+17.7pp | 76.5%+9.9pp | 69.5%+16.8pp |
| Annual return | 15.73% | 530.19%-514.5pp | 176.29%-160.6pp | 73.15%-57.4pp |
| Employer contribution / active EE | $2,915 | $2,471+17.9% | $3,680-20.8% | $2,343+24.4% |
| Participant deferral / active EE | $5,370 | $2,854+88.2% | $3,897+37.8% | $3,332+61.2% |
| Admin fee / account holder | $4,476 | $3,841+16.6% | $5,194-13.8% | $4,645-3.6% |