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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 | $85,473 | $106,008-19.4% | $92,240-7.3% | $147,587-42.1% |
| Participation rate | 94.4% | 80.4%+14.0pp | 76.5%+18.0pp | 82.8%+11.6pp |
| Annual return | 11.52% | 50.05%-38.5pp | 176.29%-164.8pp | 578.60%-567.1pp |
| Employer contribution / active EE | $4,056 | $4,333-6.4% | $3,680+10.2% | $4,876-16.8% |
| Participant deferral / active EE | $1,887 | $4,478-57.9% | $3,897-51.6% | $5,439-65.3% |
| Admin fee / account holder | $31,228 | $6,333+393.1% | $5,194+501.2% | $10,886+186.9% |