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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 | $22,695 | $82,674-72.5% | $125,381-81.9% | $68,486-66.9% |
| Participation rate | 76.9% | 75.1%+1.9pp | 82.4%-5.5pp | 67.9%+9.0pp |
| Annual return | 377.21% | -5.97%+383.2pp | 572.31%-195.1pp | -7.85%+385.1pp |
| Employer contribution / active EE | $4,877 | $3,382+44.2% | $4,815+1.3% | $2,597+87.8% |
| Participant deferral / active EE | $4,595 | $6,111-24.8% | $7,448-38.3% | $4,028+14.1% |
| Admin fee / account holder | $11,301 | $6,277+80.0% | $10,007+12.9% | $5,404+109.1% |