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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 | $31,298 | $106,008-70.5% | $92,240-66.1% | $147,586-78.8% |
| Participation rate | 80.0% | 80.4%-0.4pp | 76.5%+3.5pp | 82.8%-2.8pp |
| Annual return | 13.10% | 50.05%-36.9pp | 176.29%-163.2pp | 578.59%-565.5pp |
| Employer contribution / active EE | $1,974 | $4,333-54.5% | $3,680-46.4% | $4,876-59.5% |
| Participant deferral / active EE | $4,305 | $4,478-3.9% | $3,897+10.5% | $5,439-20.8% |
| Admin fee / account holder | $1,623 | $6,333-74.4% | $5,194-68.7% | $10,886-85.1% |