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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 | $49,592 | $96,388-48.5% | $80,627-38.5% | $139,466-64.4% |
| Participation rate | 80.0% | 73.6%+6.4pp | 67.0%+13.0pp | 80.3%-0.3pp |
| Annual return | 38.65% | 1352.08%-1313.4pp | 936.76%-898.1pp | 373.66%-335.0pp |
| Employer contribution / active EE | $2,559 | $3,260-21.5% | $2,723-6.0% | $4,754-46.2% |
| Participant deferral / active EE | $5,860 | $5,224+12.2% | $4,443+31.9% | $6,712-12.7% |
| Admin fee / account holder | $3,239 | $6,603-50.9% | $5,381-39.8% | $11,409-71.6% |