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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 | $43,849 | $80,748-45.7% | $102,383-57.2% | $74,429-41.1% |
| Participation rate | 90.3% | 65.7%+24.6pp | 74.5%+15.8pp | 67.2%+23.1pp |
| Annual return | 402.40% | 27.57%+374.8pp | 24.94%+377.5pp | 1368.38%-966.0pp |
| Employer contribution / active EE | $2,362 | $3,159-25.2% | $3,870-39.0% | $2,625-10.0% |
| Participant deferral / active EE | $3,556 | $3,861-7.9% | $5,060-29.7% | $4,348-18.2% |
| Admin fee / account holder | $6,204 | $2,371+161.7% | $8,391-26.1% | $1,944+219.1% |