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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 | $96,361-48.5% | $80,607-38.5% | $139,456-64.4% |
| Participation rate | 80.0% | 73.6%+6.4pp | 67.0%+13.0pp | 80.3%-0.3pp |
| Annual return | 38.65% | 1350.95%-1312.3pp | 936.11%-897.5pp | 373.45%-334.8pp |
| Employer contribution / active EE | $2,559 | $3,262-21.5% | $2,724-6.0% | $4,753-46.1% |
| Participant deferral / active EE | $5,860 | $5,232+12.0% | $4,448+31.8% | $6,711-12.7% |
| Admin fee / account holder | $3,239 | $6,601-50.9% | $5,379-39.8% | $11,407-71.6% |