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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 | $47,946 | $100,895-52.5% | $90,430-47.0% | $158,950-69.8% |
| Participation rate | 80.0% | 75.0%+5.0pp | 72.7%+7.3pp | 82.0%-2.0pp |
| Annual return | 52.92% | 1725.54%-1672.6pp | 1293.73%-1240.8pp | 302.91%-250.0pp |
| Employer contribution / active EE | $1,772 | $3,689-52.0% | $3,262-45.7% | $4,762-62.8% |
| Participant deferral / active EE | $5,256 | $4,347+20.9% | $3,963+32.6% | $5,983-12.1% |
| Admin fee / account holder | $1,583 | $6,505-75.7% | $5,613-71.8% | $11,248-85.9% |