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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 | $45,731 | $108,701-57.9% | $74,723-38.8% | $152,909-70.1% |
| Participation rate | 88.9% | 65.4%+23.5pp | 54.5%+34.4pp | 82.5%+6.4pp |
| Annual return | 24.77% | 114.12%-89.3pp | 753.18%-728.4pp | 345.46%-320.7pp |
| Employer contribution / active EE | $12,433 | $1,504+726.6% | $1,084+1046.8% | $4,764+161.0% |
| Participant deferral / active EE | $8,610 | $2,709+217.9% | $1,962+338.9% | $5,851+47.1% |
| Admin fee / account holder | $2,296 | $4,906-53.2% | $3,335-31.2% | $11,601-80.2% |