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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 | $80,763-45.7% | $102,412-57.2% | $74,459-41.1% |
| 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 | 1369.70%-967.3pp |
| Employer contribution / active EE | $2,362 | $3,160-25.3% | $3,870-39.0% | $2,626-10.1% |
| Participant deferral / active EE | $3,556 | $3,862-7.9% | $5,060-29.7% | $4,350-18.2% |
| Admin fee / account holder | $6,204 | $2,371+161.6% | $8,388-26.0% | $1,945+219.0% |