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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 | $41,220 | $96,678-57.4% | $86,640-52.4% | $139,466-70.4% |
| Participation rate | 91.7% | 74.4%+17.3pp | 71.7%+20.0pp | 80.3%+11.3pp |
| Annual return | 23.27% | 106.69%-83.4pp | 592.52%-569.2pp | 373.66%-350.4pp |
| Employer contribution / active EE | $1,789 | $3,265-45.2% | $3,024-40.9% | $4,754-62.4% |
| Participant deferral / active EE | $3,072 | $4,837-36.5% | $4,438-30.8% | $6,712-54.2% |
| Admin fee / account holder | $2,084 | $6,410-67.5% | $5,616-62.9% | $11,409-81.7% |