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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 | $74,490 | $106,008-29.7% | $92,240-19.2% | $147,586-49.5% |
| Participation rate | 95.7% | 80.4%+15.2pp | 76.5%+19.2pp | 82.8%+12.8pp |
| Annual return | 19.14% | 50.05%-30.9pp | 176.29%-157.2pp | 578.59%-559.5pp |
| Employer contribution / active EE | $4,475 | $4,333+3.3% | $3,680+21.6% | $4,876-8.2% |
| Participant deferral / active EE | $9,127 | $4,478+103.8% | $3,897+134.2% | $5,439+67.8% |
| Admin fee / account holder | $491 | $6,333-92.3% | $5,194-90.6% | $10,886-95.5% |