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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 | $7,144 | $100,139-92.9% | $85,187-91.6% | $145,884-95.1% |
| Participation rate | 94.1% | 74.1%+20.0pp | 67.5%+26.6pp | 80.3%+13.8pp |
| Annual return | 207.98% | 84.15%+123.8pp | 66.67%+141.3pp | 551.85%-343.9pp |
| Employer contribution / active EE | $2,075 | $3,238-35.9% | $2,732-24.0% | $4,662-55.5% |
| Participant deferral / active EE | $3,663 | $5,296-30.8% | $4,525-19.0% | $6,690-45.2% |
| Admin fee / account holder | $6,233 | $7,262-14.2% | $6,162+1.2% | $13,392-53.5% |