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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 | $52,899 | $106,003-50.1% | $92,236-42.6% | $147,585-64.2% |
| Participation rate | 94.1% | 80.4%+13.7pp | 76.5%+17.6pp | 82.8%+11.3pp |
| Annual return | 10.38% | 50.05%-39.7pp | 176.29%-165.9pp | 578.57%-568.2pp |
| Employer contribution / active EE | $9,713 | $4,333+124.2% | $3,679+164.0% | $4,876+99.2% |
| Participant deferral / active EE | $6,339 | $4,478+41.6% | $3,897+62.7% | $5,439+16.6% |
| Admin fee / account holder | $1,087 | $6,333-82.8% | $5,194-79.1% | $10,885-90.0% |