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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 | $37,603 | $96,691-61.1% | $86,656-56.6% | $139,487-73.0% |
| Participation rate | 90.9% | 74.4%+16.5pp | 71.7%+19.2pp | 80.3%+10.6pp |
| Annual return | 25.56% | 106.87%-81.3pp | 593.09%-567.5pp | 373.84%-348.3pp |
| Employer contribution / active EE | $2,520 | $3,267-22.9% | $3,025-16.7% | $4,755-47.0% |
| Participant deferral / active EE | $6,168 | $4,838+27.5% | $4,439+39.0% | $6,713-8.1% |
| Admin fee / account holder | $1,345 | $6,414-79.0% | $5,619-76.1% | $11,407-88.2% |