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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 | $25,920 | $96,691-73.2% | $86,656-70.1% | $139,487-81.4% |
| Participation rate | 90.0% | 74.4%+15.6pp | 71.7%+18.3pp | 80.3%+9.7pp |
| Annual return | 16.81% | 106.87%-90.1pp | 593.09%-576.3pp | 373.84%-357.0pp |
| Employer contribution / active EE | $3,471 | $3,267+6.2% | $3,025+14.7% | $4,755-27.0% |
| Participant deferral / active EE | $4,886 | $4,838+1.0% | $4,439+10.1% | $6,713-27.2% |
| Admin fee / account holder | $1,482 | $6,414-76.9% | $5,619-73.6% | $11,407-87.0% |