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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 | $150,412-69.2% | $120,574-61.6% | $145,884-68.3% |
| Participation rate | 91.3% | 78.8%+12.5pp | 71.9%+19.4pp | 80.3%+11.0pp |
| Annual return | 14.60% | 154.50%-139.9pp | 107.42%-92.8pp | 551.85%-537.2pp |
| Employer contribution / active EE | $2,011 | $4,355-53.8% | $3,471-42.1% | $4,662-56.9% |
| Participant deferral / active EE | $4,459 | $6,175-27.8% | $4,996-10.8% | $6,690-33.3% |
| Admin fee / account holder | $509 | $12,224-95.8% | $9,445-94.6% | $13,392-96.2% |