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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 | $54,107 | $96,678-44.0% | $86,640-37.6% | $139,466-61.2% |
| Participation rate | 95.7% | 74.4%+21.2pp | 71.7%+23.9pp | 80.3%+15.3pp |
| Annual return | 18.49% | 106.69%-88.2pp | 592.52%-574.0pp | 373.66%-355.2pp |
| Employer contribution / active EE | $1,174 | $3,265-64.0% | $3,024-61.2% | $4,754-75.3% |
| Participant deferral / active EE | $2,422 | $4,837-49.9% | $4,438-45.4% | $6,712-63.9% |
| Admin fee / account holder | $1,067 | $6,410-83.4% | $5,616-81.0% | $11,409-90.6% |