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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 | $23,942 | $106,005-77.4% | $92,239-74.0% | $147,585-83.8% |
| Participation rate | 88.9% | 80.4%+8.5pp | 76.5%+12.4pp | 82.8%+6.1pp |
| Annual return | 23.82% | 50.05%-26.2pp | 176.29%-152.5pp | 578.58%-554.8pp |
| Employer contribution / active EE | $1,237 | $4,333-71.5% | $3,680-66.4% | $4,876-74.6% |
| Participant deferral / active EE | $3,195 | $4,478-28.7% | $3,897-18.0% | $5,439-41.3% |
| Admin fee / account holder | $593 | $6,333-90.6% | $5,194-88.6% | $10,886-94.6% |