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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 | $82,127 | $106,003-22.5% | $92,236-11.0% | $147,585-44.4% |
| Participation rate | 91.7% | 80.4%+11.3pp | 76.5%+15.2pp | 82.8%+8.8pp |
| Annual return | 19.75% | 50.05%-30.3pp | 176.29%-156.5pp | 578.57%-558.8pp |
| Employer contribution / active EE | $3,577 | $4,333-17.5% | $3,679-2.8% | $4,876-26.6% |
| Participant deferral / active EE | $8,289 | $4,478+85.1% | $3,897+112.7% | $5,439+52.4% |
| Admin fee / account holder | $2,522 | $6,333-60.2% | $5,194-51.4% | $10,885-76.8% |