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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 | $11,763 | $96,678-87.8% | $86,640-86.4% | $139,466-91.6% |
| Participation rate | 90.9% | 74.4%+16.5pp | 71.7%+19.2pp | 80.3%+10.6pp |
| Annual return | 30.30% | 106.69%-76.4pp | 592.52%-562.2pp | 373.66%-343.4pp |
| Employer contribution / active EE | $2,259 | $3,265-30.8% | $3,024-25.3% | $4,754-52.5% |
| Participant deferral / active EE | $4,595 | $4,837-5.0% | $4,438+3.5% | $6,712-31.5% |
| Admin fee / account holder | $665 | $6,410-89.6% | $5,616-88.2% | $11,409-94.2% |