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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 | $24,758 | $156,927-84.2% | $121,169-79.6% | $139,456-82.2% |
| Participation rate | 77.8% | 76.4%+1.3pp | 69.5%+8.3pp | 80.3%-2.5pp |
| Annual return | 26.88% | 1475.85%-1449.0pp | 986.71%-959.8pp | 373.45%-346.6pp |
| Employer contribution / active EE | $2,689 | $5,542-51.5% | $4,168-35.5% | $4,753-43.4% |
| Participant deferral / active EE | $6,227 | $4,848+28.4% | $4,083+52.5% | $6,711-7.2% |
| Admin fee / account holder | $502 | $6,946-92.8% | $5,645-91.1% | $11,407-95.6% |