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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 | $34,426 | $175,257-80.4% | $149,717-77.0% | $139,456-75.3% |
| Participation rate | 71.4% | 83.4%-12.0pp | 78.8%-7.3pp | 80.3%-8.9pp |
| Annual return | 211.27% | 166.70%+44.6pp | 134.41%+76.9pp | 373.45%-162.2pp |
| Employer contribution / active EE | $6,320 | $5,477+15.4% | $4,820+31.1% | $4,753+33.0% |
| Participant deferral / active EE | $19,750 | $6,521+202.9% | $5,682+247.6% | $6,711+194.3% |
| Admin fee / account holder | $2,452 | $16,156-84.8% | $13,213-81.4% | $11,407-78.5% |