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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 | $24,455 | $106,003-76.9% | $92,236-73.5% | $147,585-83.4% |
| Participation rate | 90.9% | 80.4%+10.5pp | 76.5%+14.4pp | 82.8%+8.1pp |
| Annual return | 19.08% | 50.05%-31.0pp | 176.29%-157.2pp | 578.57%-559.5pp |
| Employer contribution / active EE | $5,616 | $4,333+29.6% | $3,679+52.6% | $4,876+15.2% |
| Participant deferral / active EE | $2,964 | $4,478-33.8% | $3,897-23.9% | $5,439-45.5% |
| Admin fee / account holder | $337 | $6,333-94.7% | $5,194-93.5% | $10,885-96.9% |