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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 | $56,117 | $106,005-47.1% | $92,239-39.2% | $147,585-62.0% |
| Participation rate | 88.9% | 80.4%+8.5pp | 76.5%+12.4pp | 82.8%+6.1pp |
| Annual return | 21.92% | 50.05%-28.1pp | 176.29%-154.4pp | 578.58%-556.7pp |
| Employer contribution / active EE | $1,948 | $4,333-55.0% | $3,680-47.0% | $4,876-60.0% |
| Participant deferral / active EE | $6,671 | $4,478+49.0% | $3,897+71.2% | $5,439+22.7% |
| Admin fee / account holder | $382 | $6,333-94.0% | $5,194-92.6% | $10,886-96.5% |