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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 | $49,651 | $102,696-51.7% | $86,235-42.4% | $139,487-64.4% |
| Participation rate | 78.6% | 74.5%+4.1pp | 69.0%+9.6pp | 80.3%-1.8pp |
| Annual return | 13.61% | 1925.91%-1912.3pp | 1170.03%-1156.4pp | 373.84%-360.2pp |
| Employer contribution / active EE | $1,896 | $3,034-37.5% | $2,381-20.4% | $4,755-60.1% |
| Participant deferral / active EE | $5,318 | $4,679+13.7% | $3,987+33.4% | $6,713-20.8% |
| Admin fee / account holder | $593 | $8,667-93.2% | $6,856-91.4% | $11,407-94.8% |