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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 | $48,165 | $106,003-54.6% | $92,236-47.8% | $147,585-67.4% |
| Participation rate | 90.0% | 80.4%+9.6pp | 76.5%+13.5pp | 82.8%+7.2pp |
| Annual return | 12.41% | 50.05%-37.6pp | 176.29%-163.9pp | 578.57%-566.2pp |
| Employer contribution / active EE | $3,589 | $4,333-17.2% | $3,679-2.5% | $4,876-26.4% |
| Participant deferral / active EE | $3,566 | $4,478-20.4% | $3,897-8.5% | $5,439-34.4% |
| Admin fee / account holder | $5,904 | $6,333-6.8% | $5,194+13.7% | $10,885-45.8% |