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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 | $48,024 | $49,199-2.4% | $121,210-60.4% | $75,177-36.1% |
| Participation rate | 98.7% | 55.4%+43.2pp | 69.5%+29.1pp | 67.2%+31.5pp |
| Annual return | 17.03% | 56.04%-39.0pp | 987.41%-970.4pp | 160.75%-143.7pp |
| Employer contribution / active EE | $2,956 | $1,547+91.0% | $4,171-29.1% | $2,671+10.7% |
| Participant deferral / active EE | $3,316 | $2,630+26.1% | $4,084-18.8% | $4,126-19.6% |
| Admin fee / account holder | $6,523 | $3,946+65.3% | $5,647+15.5% | $5,651+15.4% |