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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 | $47,394 | $96,678-51.0% | $86,640-45.3% | $139,466-66.0% |
| Participation rate | 86.4% | 74.4%+11.9pp | 71.7%+14.7pp | 80.3%+6.0pp |
| Annual return | 14.42% | 106.69%-92.3pp | 592.52%-578.1pp | 373.66%-359.2pp |
| Employer contribution / active EE | $3,326 | $3,265+1.9% | $3,024+10.0% | $4,754-30.0% |
| Participant deferral / active EE | $2,613 | $4,837-46.0% | $4,438-41.1% | $6,712-61.1% |
| Admin fee / account holder | $821 | $6,410-87.2% | $5,616-85.4% | $11,409-92.8% |