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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 | $37,646 | $73,518-48.8% | $63,003-40.2% | $147,585-74.5% |
| Participation rate | 95.5% | 77.9%+17.6pp | 74.8%+20.6pp | 82.8%+12.6pp |
| Annual return | 11.69% | 175.46%-163.8pp | 87.59%-75.9pp | 578.56%-566.9pp |
| Employer contribution / active EE | $4,739 | $3,322+42.6% | $2,760+71.7% | $4,876-2.8% |
| Participant deferral / active EE | $1,568 | $4,183-62.5% | $3,329-52.9% | $5,439-71.2% |
| Admin fee / account holder | $391 | $5,952-93.4% | $3,600-89.1% | $10,885-96.4% |