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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 | $48,639 | $102,385-52.5% | $147,080-66.9% | $80,935-39.9% |
| Participation rate | 96.3% | 75.9%+20.4pp | 82.2%+14.1pp | 67.7%+28.6pp |
| Annual return | 46.55% | 135.09%-88.5pp | 420.17%-373.6pp | 35.66%+10.9pp |
| Employer contribution / active EE | $6,949 | $3,717+87.0% | $4,933+40.9% | $2,757+152.1% |
| Participant deferral / active EE | $15,705 | $6,651+136.1% | $8,066+94.7% | $4,299+265.3% |
| Admin fee / account holder | $3,070 | $7,951-61.4% | $12,989-76.4% | $6,924-55.7% |