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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 | $43,267 | $167,030-74.1% | $135,768-68.1% | $155,188-72.1% |
| Participation rate | 93.3% | 76.2%+17.2pp | 71.1%+22.3pp | 80.8%+12.5pp |
| Annual return | 40.96% | 678.39%-637.4pp | 526.10%-485.1pp | 148.84%-107.9pp |
| Employer contribution / active EE | $5,632 | $4,132+36.3% | $3,394+65.9% | $4,248+32.6% |
| Participant deferral / active EE | $7,998 | $4,528+76.7% | $3,977+101.1% | $6,531+22.5% |
| Admin fee / account holder | $822 | $8,172-89.9% | $7,048-88.3% | $14,480-94.3% |