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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 | $39,888 | $88,702-55.0% | $81,780-51.2% | $145,978-72.7% |
| Participation rate | 85.7% | 75.0%+10.7pp | 72.4%+13.4pp | 80.3%+5.4pp |
| Annual return | 71.98% | 1029.12%-957.1pp | 776.27%-704.3pp | 550.52%-478.5pp |
| Employer contribution / active EE | $1,513 | $3,084-50.9% | $2,914-48.1% | $4,662-67.5% |
| Participant deferral / active EE | $3,525 | $4,645-24.1% | $4,321-18.4% | $6,690-47.3% |
| Admin fee / account holder | $2,436 | $8,414-71.1% | $7,384-67.0% | $13,400-81.8% |