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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 | $30,617 | $106,008-71.1% | $92,240-66.8% | $147,586-79.3% |
| Participation rate | 89.5% | 80.4%+9.1pp | 76.5%+13.0pp | 82.8%+6.6pp |
| Annual return | 17.16% | 50.05%-32.9pp | 176.29%-159.1pp | 578.59%-561.4pp |
| Employer contribution / active EE | $842 | $4,333-80.6% | $3,680-77.1% | $4,876-82.7% |
| Participant deferral / active EE | $1,378 | $4,478-69.2% | $3,897-64.6% | $5,439-74.7% |
| Admin fee / account holder | $482 | $6,333-92.4% | $5,194-90.7% | $10,886-95.6% |