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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 | $24,370 | $106,008-77.0% | $92,240-73.6% | $147,586-83.5% |
| Participation rate | 95.8% | 80.4%+15.4pp | 76.5%+19.4pp | 82.8%+13.0pp |
| Annual return | 12.62% | 50.05%-37.4pp | 176.29%-163.7pp | 578.59%-566.0pp |
| Employer contribution / active EE | $5,798 | $4,333+33.8% | $3,680+57.6% | $4,876+18.9% |
| Participant deferral / active EE | $1,358 | $4,478-69.7% | $3,897-65.1% | $5,439-75.0% |
| Admin fee / account holder | $13,738 | $6,333+116.9% | $5,194+164.5% | $10,886+26.2% |