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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 | $56,562 | $106,008-46.6% | $92,240-38.7% | $147,586-61.7% |
| Participation rate | 91.7% | 80.4%+11.3pp | 76.5%+15.2pp | 82.8%+8.8pp |
| Annual return | 16.64% | 50.05%-33.4pp | 176.29%-159.6pp | 578.59%-561.9pp |
| Employer contribution / active EE | $3,015 | $4,333-30.4% | $3,680-18.1% | $4,876-38.2% |
| Participant deferral / active EE | $5,027 | $4,478+12.3% | $3,897+29.0% | $5,439-7.6% |
| Admin fee / account holder | $502 | $6,333-92.1% | $5,194-90.3% | $10,886-95.4% |