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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 | $54,734 | $160,040-65.8% | $147,096-62.8% | $145,877-62.5% |
| Participation rate | 94.1% | 84.0%+10.1pp | 82.2%+11.9pp | 80.3%+13.8pp |
| Annual return | 11.31% | 98.49%-87.2pp | 419.75%-408.4pp | 551.28%-540.0pp |
| Employer contribution / active EE | $2,715 | $5,289-48.7% | $4,936-45.0% | $4,663-41.8% |
| Participant deferral / active EE | $8,511 | $8,429+1.0% | $8,071+5.4% | $6,691+27.2% |
| Admin fee / account holder | $3,114 | $15,050-79.3% | $13,005-76.1% | $13,402-76.8% |