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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 | $50,875 | $114,093-55.4% | $96,171-47.1% | $167,536-69.6% |
| Participation rate | 81.3% | 75.1%+6.2pp | 68.4%+12.8pp | 82.1%-0.9pp |
| Annual return | 11.57% | 190.00%-178.4pp | 192.04%-180.5pp | 478.82%-467.2pp |
| Employer contribution / active EE | $3,693 | $3,429+7.7% | $2,799+31.9% | $4,839-23.7% |
| Participant deferral / active EE | $4,597 | $5,197-11.5% | $4,350+5.7% | $6,342-27.5% |
| Admin fee / account holder | $406 | $6,899-94.1% | $5,538-92.7% | $12,315-96.7% |