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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 | $47,092 | $57,305-17.8% | $86,640-45.6% | $75,173-37.4% |
| Participation rate | 96.6% | 63.2%+33.3pp | 71.7%+24.8pp | 67.2%+29.3pp |
| Annual return | 21.43% | 2674.24%-2652.8pp | 592.52%-571.1pp | 160.72%-139.3pp |
| Employer contribution / active EE | $2,971 | $2,316+28.3% | $3,024-1.8% | $2,671+11.2% |
| Participant deferral / active EE | $6,682 | $3,320+101.3% | $4,438+50.5% | $4,126+61.9% |
| Admin fee / account holder | $3,636 | $4,116-11.7% | $5,616-35.2% | $5,651-35.6% |