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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 | $25,981 | $106,008-75.5% | $92,240-71.8% | $147,586-82.4% |
| Participation rate | 83.3% | 80.4%+2.9pp | 76.5%+6.9pp | 82.8%+0.5pp |
| Annual return | 39.62% | 50.05%-10.4pp | 176.29%-136.7pp | 578.59%-539.0pp |
| Employer contribution / active EE | $3,559 | $4,333-17.9% | $3,680-3.3% | $4,876-27.0% |
| Participant deferral / active EE | $9,809 | $4,478+119.0% | $3,897+151.7% | $5,439+80.4% |
| Admin fee / account holder | $324 | $6,333-94.9% | $5,194-93.8% | $10,886-97.0% |