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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 | $46,281 | $150,435-69.2% | $120,580-61.6% | $145,897-68.3% |
| Participation rate | 91.3% | 78.8%+12.5pp | 72.0%+19.3pp | 80.3%+11.0pp |
| Annual return | 14.60% | 154.60%-140.0pp | 107.48%-92.9pp | 552.29%-537.7pp |
| Employer contribution / active EE | $2,011 | $4,352-53.8% | $3,469-42.0% | $4,663-56.9% |
| Participant deferral / active EE | $4,459 | $6,174-27.8% | $4,995-10.7% | $6,689-33.3% |
| Admin fee / account holder | $509 | $12,182-95.8% | $9,418-94.6% | $13,390-96.2% |