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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 | $33,249 | $106,008-68.6% | $92,240-64.0% | $147,586-77.5% |
| Participation rate | 92.3% | 80.4%+11.9pp | 76.5%+15.8pp | 82.8%+9.5pp |
| Annual return | 19.51% | 50.05%-30.5pp | 176.29%-156.8pp | 578.59%-559.1pp |
| Employer contribution / active EE | $1,802 | $4,333-58.4% | $3,680-51.0% | $4,876-63.1% |
| Participant deferral / active EE | $4,597 | $4,478+2.7% | $3,897+18.0% | $5,439-15.5% |
| Admin fee / account holder | $605 | $6,333-90.4% | $5,194-88.3% | $10,886-94.4% |