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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 | $38,365 | $67,823-43.4% | $52,425-26.8% | $137,256-72.0% |
| Participation rate | 93.3% | 63.9%+29.4pp | 55.6%+37.7pp | 80.0%+13.4pp |
| Annual return | 46.17% | 219.11%-172.9pp | 302.12%-255.9pp | 220.34%-174.2pp |
| Employer contribution / active EE | $1,418 | $1,163+21.9% | $914+55.1% | $4,156-65.9% |
| Participant deferral / active EE | $3,688 | $2,288+61.2% | $1,790+106.0% | $6,407-42.4% |
| Admin fee / account holder | $370 | $2,844-87.0% | $2,495-85.2% | $12,270-97.0% |