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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 | $44,709 | $126,113-64.5% | $116,096-61.5% | $155,188-71.2% |
| Participation rate | 80.0% | 75.1%+4.9pp | 73.3%+6.7pp | 80.8%-0.8pp |
| Annual return | 33.50% | 391.72%-358.2pp | 326.25%-292.7pp | 148.84%-115.3pp |
| Employer contribution / active EE | $5,320 | $2,672+99.1% | $2,503+112.5% | $4,248+25.2% |
| Participant deferral / active EE | $8,840 | $4,162+112.4% | $3,952+123.7% | $6,531+35.4% |
| Admin fee / account holder | $503 | $8,045-93.8% | $7,704-93.5% | $14,480-96.5% |