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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 | $6,612 | $96,678-93.2% | $86,640-92.4% | $139,466-95.3% |
| Participation rate | 88.9% | 74.4%+14.5pp | 71.7%+17.2pp | 80.3%+8.6pp |
| Annual return | 173.22% | 106.69%+66.5pp | 592.52%-419.3pp | 373.66%-200.4pp |
| Employer contribution / active EE | $2,217 | $3,265-32.1% | $3,024-26.7% | $4,754-53.4% |
| Participant deferral / active EE | $2,805 | $4,837-42.0% | $4,438-36.8% | $6,712-58.2% |
| Admin fee / account holder | $4,759 | $6,410-25.7% | $5,616-15.2% | $11,409-58.3% |