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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 | $46,621 | $76,519-39.1% | $56,025-16.8% | $145,897-68.0% |
| Participation rate | 88.2% | 63.2%+25.0pp | 52.5%+35.7pp | 80.3%+7.9pp |
| Annual return | 9.20% | 3017.03%-3007.8pp | 1712.69%-1703.5pp | 552.29%-543.1pp |
| Employer contribution / active EE | $4,161 | $1,383+200.8% | $1,042+299.5% | $4,663-10.8% |
| Participant deferral / active EE | $3,325 | $2,624+26.7% | $1,955+70.1% | $6,689-50.3% |
| Admin fee / account holder | $2,625 | $3,331-21.2% | $2,828-7.2% | $13,390-80.4% |