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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 | $50,175 | $149,040-66.3% | $120,225-58.3% | $137,256-63.4% |
| Participation rate | 77.8% | 75.4%+2.4pp | 69.6%+8.2pp | 80.0%-2.2pp |
| Annual return | 14.88% | 605.68%-590.8pp | 439.23%-424.3pp | 220.34%-205.5pp |
| Employer contribution / active EE | $2,794 | $4,350-35.8% | $3,475-19.6% | $4,156-32.8% |
| Participant deferral / active EE | $4,884 | $4,655+4.9% | $3,999+22.1% | $6,407-23.8% |
| Admin fee / account holder | $791 | $6,348-87.5% | $5,696-86.1% | $12,270-93.6% |