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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 | $41,321 | $106,008-61.0% | $92,240-55.2% | $147,586-72.0% |
| Participation rate | 94.7% | 80.4%+14.3pp | 76.5%+18.3pp | 82.8%+11.9pp |
| Annual return | 11.79% | 50.05%-38.3pp | 176.29%-164.5pp | 578.59%-566.8pp |
| Employer contribution / active EE | $1,903 | $4,333-56.1% | $3,680-48.3% | $4,876-61.0% |
| Participant deferral / active EE | $5,544 | $4,478+23.8% | $3,897+42.3% | $5,439+1.9% |
| Admin fee / account holder | $18,729 | $6,333+195.7% | $5,194+260.6% | $10,886+72.0% |