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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 | $44,356 | $106,008-58.2% | $92,240-51.9% | $147,586-69.9% |
| Participation rate | 85.7% | 80.4%+5.3pp | 76.5%+9.2pp | 82.8%+2.9pp |
| Annual return | 19.76% | 50.05%-30.3pp | 176.29%-156.5pp | 578.59%-558.8pp |
| Employer contribution / active EE | $1,468 | $4,333-66.1% | $3,680-60.1% | $4,876-69.9% |
| Participant deferral / active EE | $3,413 | $4,478-23.8% | $3,897-12.4% | $5,439-37.3% |
| Admin fee / account holder | $924 | $6,333-85.4% | $5,194-82.2% | $10,886-91.5% |