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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 | $50,350 | $96,691-47.9% | $86,656-41.9% | $139,487-63.9% |
| Participation rate | 94.4% | 74.4%+20.0pp | 71.7%+22.7pp | 80.3%+14.1pp |
| Annual return | 14.52% | 106.87%-92.3pp | 593.09%-578.6pp | 373.84%-359.3pp |
| Employer contribution / active EE | $3,583 | $3,267+9.7% | $3,025+18.4% | $4,755-24.6% |
| Participant deferral / active EE | $2,789 | $4,838-42.4% | $4,439-37.2% | $6,713-58.5% |
| Admin fee / account holder | $741 | $6,414-88.4% | $5,619-86.8% | $11,407-93.5% |