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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 | $49,859 | $106,008-53.0% | $92,240-45.9% | $147,586-66.2% |
| Participation rate | 94.7% | 80.4%+14.3pp | 76.5%+18.3pp | 82.8%+11.9pp |
| Annual return | 17.86% | 50.05%-32.2pp | 176.29%-158.4pp | 578.59%-560.7pp |
| Employer contribution / active EE | $1,355 | $4,333-68.7% | $3,680-63.2% | $4,876-72.2% |
| Participant deferral / active EE | $1,440 | $4,478-67.9% | $3,897-63.1% | $5,439-73.5% |
| Admin fee / account holder | $508 | $6,333-92.0% | $5,194-90.2% | $10,886-95.3% |