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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 | $42,960 | $102,663-58.2% | $86,216-50.2% | $139,466-69.2% |
| Participation rate | 87.5% | 74.5%+13.0pp | 69.0%+18.5pp | 80.3%+7.2pp |
| Annual return | 178.46% | 1924.52%-1746.1pp | 1169.42%-991.0pp | 373.66%-195.2pp |
| Employer contribution / active EE | $1,220 | $3,035-59.8% | $2,382-48.8% | $4,754-74.3% |
| Participant deferral / active EE | $5,795 | $4,677+23.9% | $3,986+45.4% | $6,712-13.7% |
| Admin fee / account holder | $610 | $8,663-93.0% | $6,853-91.1% | $11,409-94.7% |