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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 | $38,660 | $106,008-63.5% | $92,240-58.1% | $147,586-73.8% |
| Participation rate | 87.5% | 80.4%+7.1pp | 76.5%+11.0pp | 82.8%+4.7pp |
| Annual return | 18.06% | 50.05%-32.0pp | 176.29%-158.2pp | 578.59%-560.5pp |
| Employer contribution / active EE | $5,214 | $4,333+20.3% | $3,680+41.7% | $4,876+6.9% |
| Participant deferral / active EE | $9,433 | $4,478+110.6% | $3,897+142.1% | $5,439+73.4% |
| Admin fee / account holder | $576 | $6,333-90.9% | $5,194-88.9% | $10,886-94.7% |