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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 | $64,834 | $106,008-38.8% | $92,240-29.7% | $147,586-56.1% |
| Participation rate | 91.7% | 80.4%+11.3pp | 76.5%+15.2pp | 82.8%+8.8pp |
| Annual return | 9.83% | 50.05%-40.2pp | 176.29%-166.5pp | 578.59%-568.8pp |
| Employer contribution / active EE | $2,455 | $4,333-43.4% | $3,680-33.3% | $4,876-49.7% |
| Participant deferral / active EE | $5,485 | $4,478+22.5% | $3,897+40.7% | $5,439+0.8% |
| Admin fee / account holder | $44,440 | $6,333+601.7% | $5,194+755.6% | $10,886+308.2% |