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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 | $22,384 | $106,008-78.9% | $92,240-75.7% | $147,586-84.8% |
| Participation rate | 91.7% | 80.4%+11.3pp | 76.5%+15.2pp | 82.8%+8.8pp |
| Annual return | 13.43% | 50.05%-36.6pp | 176.29%-162.9pp | 578.59%-565.2pp |
| Employer contribution / active EE | $1,274 | $4,333-70.6% | $3,680-65.4% | $4,876-73.9% |
| Participant deferral / active EE | $4,948 | $4,478+10.5% | $3,897+27.0% | $5,439-9.0% |
| Admin fee / account holder | $1,921 | $6,333-69.7% | $5,194-63.0% | $10,886-82.4% |