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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 | $67,562 | $190,862-64.6% | $159,991-57.8% | $134,509-49.8% |
| Participation rate | 85.7% | 82.0%+3.8pp | 78.0%+7.7pp | 81.2%+4.5pp |
| Annual return | 48.33% | 552.59%-504.3pp | 408.82%-360.5pp | 418.13%-369.8pp |
| Employer contribution / active EE | $3,830 | $4,995-23.3% | $4,225-9.3% | $4,741-19.2% |
| Participant deferral / active EE | $6,415 | $6,924-7.3% | $6,183+3.8% | $6,400+0.2% |
| Admin fee / account holder | $46,846 | $10,495+346.4% | $8,715+437.6% | $11,427+310.0% |