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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 | $96,643-87.8% | $86,617-86.4% | $139,456-91.6% |
| Participation rate | 90.9% | 74.4%+16.5pp | 71.7%+19.2pp | 80.3%+10.6pp |
| Annual return | 30.30% | 106.57%-76.3pp | 591.91%-561.6pp | 373.45%-343.2pp |
| Employer contribution / active EE | $2,259 | $3,264-30.8% | $3,023-25.3% | $4,753-52.5% |
| Participant deferral / active EE | $4,595 | $4,835-5.0% | $4,437+3.6% | $6,711-31.5% |
| Admin fee / account holder | $665 | $6,406-89.6% | $5,613-88.2% | $11,407-94.2% |