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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 | $23,747 | $106,008-77.6% | $92,240-74.3% | $147,586-83.9% |
| Participation rate | 88.2% | 80.4%+7.8pp | 76.5%+11.8pp | 82.8%+5.4pp |
| Annual return | 11.03% | 50.05%-39.0pp | 176.29%-165.3pp | 578.59%-567.6pp |
| Employer contribution / active EE | $2,819 | $4,333-34.9% | $3,680-23.4% | $4,876-42.2% |
| Participant deferral / active EE | $3,872 | $4,478-13.5% | $3,897-0.7% | $5,439-28.8% |
| Admin fee / account holder | $792 | $6,333-87.5% | $5,194-84.8% | $10,886-92.7% |