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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 | $37,058 | $112,933-67.2% | $90,970-59.3% | $158,982-76.7% |
| Participation rate | 90.9% | 74.7%+16.2pp | 69.0%+21.9pp | 82.0%+8.9pp |
| Annual return | 20.12% | 215.82%-195.7pp | 134.60%-114.5pp | 302.99%-282.9pp |
| Employer contribution / active EE | $3,123 | $2,893+8.0% | $2,122+47.2% | $4,763-34.4% |
| Participant deferral / active EE | $7,751 | $4,128+87.8% | $3,373+129.8% | $5,983+29.5% |
| Admin fee / account holder | $500 | $8,047-93.8% | $5,961-91.6% | $11,252-95.6% |