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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 | $175,231-80.4% | $149,696-77.0% | $139,466-75.3% |
| Participation rate | 71.4% | 83.4%-12.0pp | 78.8%-7.3pp | 80.3%-8.9pp |
| Annual return | 211.27% | 166.77%+44.5pp | 134.46%+76.8pp | 373.66%-162.4pp |
| Employer contribution / active EE | $6,320 | $5,478+15.4% | $4,821+31.1% | $4,754+32.9% |
| Participant deferral / active EE | $19,750 | $6,521+202.9% | $5,682+247.6% | $6,712+194.3% |
| Admin fee / account holder | $2,452 | $16,155-84.8% | $13,212-81.4% | $11,409-78.5% |