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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 | $48,653 | $96,678-49.7% | $86,640-43.8% | $139,466-65.1% |
| Participation rate | 94.1% | 74.4%+19.7pp | 71.7%+22.4pp | 80.3%+13.8pp |
| Annual return | 17.06% | 106.69%-89.6pp | 592.52%-575.5pp | 373.66%-356.6pp |
| Employer contribution / active EE | $2,655 | $3,265-18.7% | $3,024-12.2% | $4,754-44.2% |
| Participant deferral / active EE | $2,931 | $4,837-39.4% | $4,438-34.0% | $6,712-56.3% |
| Admin fee / account holder | $4,555 | $6,410-28.9% | $5,616-18.9% | $11,409-60.1% |