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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 | $12,031 | $156,963-92.3% | $121,204-90.1% | $139,466-91.4% |
| Participation rate | 85.7% | 76.5%+9.3pp | 69.5%+16.2pp | 80.3%+5.4pp |
| Annual return | 26.83% | 1476.75%-1449.9pp | 987.18%-960.3pp | 373.66%-346.8pp |
| Employer contribution / active EE | $2,346 | $5,544-57.7% | $4,170-43.7% | $4,754-50.6% |
| Participant deferral / active EE | $5,365 | $4,848+10.7% | $4,083+31.4% | $6,712-20.1% |
| Admin fee / account holder | $756 | $6,953-89.1% | $5,651-86.6% | $11,409-93.4% |