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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 | $47,903 | $106,008-54.8% | $92,240-48.1% | $147,586-67.5% |
| Participation rate | 84.6% | 80.4%+4.2pp | 76.5%+8.1pp | 82.8%+1.8pp |
| Annual return | 31.47% | 50.05%-18.6pp | 176.29%-144.8pp | 578.59%-547.1pp |
| Employer contribution / active EE | $1,705 | $4,333-60.6% | $3,680-53.7% | $4,876-65.0% |
| Participant deferral / active EE | $4,334 | $4,478-3.2% | $3,897+11.2% | $5,439-20.3% |
| Admin fee / account holder | $2,371 | $6,333-62.6% | $5,194-54.3% | $10,886-78.2% |