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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 | $44,605 | $150,412-70.3% | $120,574-63.0% | $145,884-69.4% |
| Participation rate | 80.0% | 78.8%+1.2pp | 71.9%+8.1pp | 80.3%-0.3pp |
| Annual return | 15.01% | 154.50%-139.5pp | 107.42%-92.4pp | 551.85%-536.8pp |
| Employer contribution / active EE | $2,113 | $4,355-51.5% | $3,471-39.1% | $4,662-54.7% |
| Participant deferral / active EE | $2,643 | $6,175-57.2% | $4,996-47.1% | $6,690-60.5% |
| Admin fee / account holder | $494 | $12,224-96.0% | $9,445-94.8% | $13,392-96.3% |