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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 | $68,605 | $106,003-35.3% | $92,236-25.6% | $147,585-53.5% |
| Participation rate | 91.3% | 80.4%+10.9pp | 76.5%+14.8pp | 82.8%+8.5pp |
| Annual return | 20.54% | 50.05%-29.5pp | 176.29%-155.8pp | 578.57%-558.0pp |
| Employer contribution / active EE | $7,581 | $4,333+74.9% | $3,679+106.0% | $4,876+55.5% |
| Participant deferral / active EE | $1,834 | $4,478-59.0% | $3,897-52.9% | $5,439-66.3% |
| Admin fee / account holder | $651 | $6,333-89.7% | $5,194-87.5% | $10,885-94.0% |