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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 | $51,912 | $90,614-42.7% | $76,089-31.8% | $145,877-64.4% |
| Participation rate | 87.5% | 74.5%+13.0pp | 69.1%+18.4pp | 80.3%+7.2pp |
| Annual return | 13.21% | 623.80%-610.6pp | 360.94%-347.7pp | 551.28%-538.1pp |
| Employer contribution / active EE | $6,726 | $3,324+102.3% | $2,690+150.0% | $4,663+44.2% |
| Participant deferral / active EE | $5,015 | $5,168-3.0% | $4,259+17.8% | $6,691-25.0% |
| Admin fee / account holder | $324 | $8,376-96.1% | $6,418-95.0% | $13,402-97.6% |