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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 | $111,785-50.0% | $93,669-40.4% | $145,877-61.7% |
| Participation rate | 91.7% | 74.2%+17.4pp | 68.7%+22.9pp | 80.3%+11.4pp |
| Annual return | 17.16% | 203.79%-186.6pp | 133.59%-116.4pp | 551.28%-534.1pp |
| Employer contribution / active EE | $5,549 | $3,096+79.2% | $2,424+128.9% | $4,663+19.0% |
| Participant deferral / active EE | $8,884 | $4,919+80.6% | $4,416+101.2% | $6,691+32.8% |
| Admin fee / account holder | $523 | $10,256-94.9% | $8,291-93.7% | $13,402-96.1% |