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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 | $37,778 | $106,008-64.4% | $92,240-59.0% | $147,586-74.4% |
| Participation rate | 91.7% | 80.4%+11.3pp | 76.5%+15.2pp | 82.8%+8.8pp |
| Annual return | 17.28% | 50.05%-32.8pp | 176.29%-159.0pp | 578.59%-561.3pp |
| Employer contribution / active EE | $3,546 | $4,333-18.2% | $3,680-3.6% | $4,876-27.3% |
| Participant deferral / active EE | $7,933 | $4,478+77.1% | $3,897+103.6% | $5,439+45.9% |
| Admin fee / account holder | $623 | $6,333-90.2% | $5,194-88.0% | $10,886-94.3% |