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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 | $45,684 | $96,691-52.8% | $86,656-47.3% | $139,487-67.2% |
| Participation rate | 81.8% | 74.4%+7.4pp | 71.7%+10.1pp | 80.3%+1.5pp |
| Annual return | 22.96% | 106.87%-83.9pp | 593.09%-570.1pp | 373.84%-350.9pp |
| Employer contribution / active EE | $2,250 | $3,267-31.1% | $3,025-25.6% | $4,755-52.7% |
| Participant deferral / active EE | $6,391 | $4,838+32.1% | $4,439+44.0% | $6,713-4.8% |
| Admin fee / account holder | $1,902 | $6,414-70.4% | $5,619-66.2% | $11,407-83.3% |