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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 | $34,839 | $106,008-67.1% | $92,240-62.2% | $147,586-76.4% |
| Participation rate | 85.7% | 80.4%+5.3pp | 76.5%+9.2pp | 82.8%+2.9pp |
| Annual return | 12.47% | 50.05%-37.6pp | 176.29%-163.8pp | 578.59%-566.1pp |
| Employer contribution / active EE | $2,847 | $4,333-34.3% | $3,680-22.6% | $4,876-41.6% |
| Participant deferral / active EE | $6,417 | $4,478+43.3% | $3,897+64.7% | $5,439+18.0% |
| Admin fee / account holder | $537 | $6,333-91.5% | $5,194-89.7% | $10,886-95.1% |