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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 | $43,197 | $175,259-75.4% | $149,723-71.1% | $139,487-69.0% |
| Participation rate | 91.7% | 83.4%+8.3pp | 78.8%+12.9pp | 80.3%+11.3pp |
| Annual return | 21.82% | 166.82%-145.0pp | 134.50%-112.7pp | 373.84%-352.0pp |
| Employer contribution / active EE | $6,206 | $5,478+13.3% | $4,821+28.7% | $4,755+30.5% |
| Participant deferral / active EE | $3,026 | $6,522-53.6% | $5,682-46.8% | $6,713-54.9% |
| Admin fee / account holder | $855 | $16,158-94.7% | $13,215-93.5% | $11,407-92.5% |