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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 | $43,547 | $96,678-55.0% | $86,640-49.7% | $139,466-68.8% |
| Participation rate | 92.9% | 74.4%+18.4pp | 71.7%+21.1pp | 80.3%+12.5pp |
| Annual return | 19.81% | 106.69%-86.9pp | 592.52%-572.7pp | 373.66%-353.9pp |
| Employer contribution / active EE | $3,998 | $3,265+22.4% | $3,024+32.2% | $4,754-15.9% |
| Participant deferral / active EE | $7,678 | $4,837+58.7% | $4,438+73.0% | $6,712+14.4% |
| Admin fee / account holder | $483 | $6,410-92.5% | $5,616-91.4% | $11,409-95.8% |