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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 | $42,250 | $88,702-52.4% | $81,780-48.3% | $145,978-71.1% |
| Participation rate | 80.0% | 75.0%+5.0pp | 72.4%+7.6pp | 80.3%-0.3pp |
| Annual return | 38.61% | 1029.12%-990.5pp | 776.27%-737.7pp | 550.52%-511.9pp |
| Employer contribution / active EE | $3,997 | $3,084+29.6% | $2,914+37.2% | $4,662-14.3% |
| Participant deferral / active EE | $7,712 | $4,645+66.0% | $4,321+78.5% | $6,690+15.3% |
| Admin fee / account holder | $1,865 | $8,414-77.8% | $7,384-74.7% | $13,400-86.1% |