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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 | $25,680 | $106,008-75.8% | $92,240-72.2% | $147,586-82.6% |
| Participation rate | 80.0% | 80.4%-0.4pp | 76.5%+3.5pp | 82.8%-2.8pp |
| Annual return | 87.56% | 50.05%+37.5pp | 176.29%-88.7pp | 578.59%-491.0pp |
| Employer contribution / active EE | $9,600 | $4,333+121.5% | $3,680+160.9% | $4,876+96.9% |
| Participant deferral / active EE | $5,180 | $4,478+15.7% | $3,897+32.9% | $5,439-4.8% |
| Admin fee / account holder | $396 | $6,333-93.8% | $5,194-92.4% | $10,886-96.4% |