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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 | $33,385 | $96,678-65.5% | $86,640-61.5% | $139,466-76.1% |
| Participation rate | 83.3% | 74.4%+8.9pp | 71.7%+11.6pp | 80.3%+3.0pp |
| Annual return | 16.20% | 106.69%-90.5pp | 592.52%-576.3pp | 373.66%-357.5pp |
| Employer contribution / active EE | $3,060 | $3,265-6.3% | $3,024+1.2% | $4,754-35.6% |
| Participant deferral / active EE | $3,698 | $4,837-23.5% | $4,438-16.7% | $6,712-44.9% |
| Admin fee / account holder | $462 | $6,410-92.8% | $5,616-91.8% | $11,409-96.0% |