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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 | $33,267 | $149,040-77.7% | $120,225-72.3% | $137,256-75.8% |
| Participation rate | 78.9% | 75.4%+3.5pp | 69.6%+9.4pp | 80.0%-1.0pp |
| Annual return | 16.78% | 605.68%-588.9pp | 439.23%-422.4pp | 220.34%-203.6pp |
| Employer contribution / active EE | $2,228 | $4,350-48.8% | $3,475-35.9% | $4,156-46.4% |
| Participant deferral / active EE | $2,809 | $4,655-39.6% | $3,999-29.7% | $6,407-56.2% |
| Admin fee / account holder | $5,332 | $6,348-16.0% | $5,696-6.4% | $12,270-56.5% |