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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 | $46,430 | $77,145-39.8% | $108,410-57.2% | $85,856-45.9% |
| Participation rate | 93.0% | 74.7%+18.4pp | 80.1%+12.9pp | 69.3%+23.7pp |
| Annual return | 46.43% | 44.54%+1.9pp | 905.34%-858.9pp | 318.58%-272.2pp |
| Employer contribution / active EE | $2,015 | $2,379-15.3% | $3,558-43.4% | $2,565-21.5% |
| Participant deferral / active EE | $5,025 | $5,566-9.7% | $6,562-23.4% | $3,952+27.2% |
| Admin fee / account holder | $1,249 | $5,172-75.9% | $7,296-82.9% | $6,261-80.1% |