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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 | $44,829 | $154,209-70.9% | $130,062-65.5% | $139,487-67.9% |
| Participation rate | 92.3% | 82.0%+10.3pp | 78.5%+13.8pp | 80.3%+12.0pp |
| Annual return | 266.20% | 32.52%+233.7pp | -137.37%+403.6pp | 373.84%-107.6pp |
| Employer contribution / active EE | $9,839 | $5,292+85.9% | $4,322+127.6% | $4,755+106.9% |
| Participant deferral / active EE | $1,950 | $6,709-70.9% | $5,821-66.5% | $6,713-70.9% |
| Admin fee / account holder | $422 | $13,988-97.0% | $10,601-96.0% | $11,407-96.3% |