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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 | $55,864 | $111,878-50.1% | $93,727-40.4% | $145,897-61.7% |
| Participation rate | 91.7% | 74.2%+17.5pp | 68.7%+23.0pp | 80.3%+11.4pp |
| Annual return | 17.16% | 204.28%-187.1pp | 133.83%-116.7pp | 552.29%-535.1pp |
| Employer contribution / active EE | $5,549 | $3,092+79.4% | $2,421+129.1% | $4,663+19.0% |
| Participant deferral / active EE | $8,884 | $4,920+80.5% | $4,417+101.1% | $6,689+32.8% |
| Admin fee / account holder | $523 | $10,256-94.9% | $8,292-93.7% | $13,390-96.1% |