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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 | $53,627 | $175,259-69.4% | $149,723-64.2% | $139,487-61.6% |
| Participation rate | 95.0% | 83.4%+11.6pp | 78.8%+16.2pp | 80.3%+14.7pp |
| Annual return | 11.84% | 166.82%-155.0pp | 134.50%-122.7pp | 373.84%-362.0pp |
| Employer contribution / active EE | $1,684 | $5,478-69.3% | $4,821-65.1% | $4,755-64.6% |
| Participant deferral / active EE | $4,632 | $6,522-29.0% | $5,682-18.5% | $6,713-31.0% |
| Admin fee / account holder | $47,290 | $16,158+192.7% | $13,215+257.9% | $11,407+314.6% |