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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 | $18,781 | $106,008-82.3% | $92,240-79.6% | $147,586-87.3% |
| Participation rate | 83.3% | 80.4%+2.9pp | 76.5%+6.9pp | 82.8%+0.5pp |
| Annual return | 18.93% | 50.05%-31.1pp | 176.29%-157.4pp | 578.59%-559.7pp |
| Employer contribution / active EE | $2,251 | $4,333-48.1% | $3,680-38.8% | $4,876-53.8% |
| Participant deferral / active EE | $2,251 | $4,478-49.7% | $3,897-42.2% | $5,439-58.6% |
| Admin fee / account holder | $303 | $6,333-95.2% | $5,194-94.2% | $10,886-97.2% |