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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 | $26,720 | $96,678-72.4% | $86,640-69.2% | $139,466-80.8% |
| Participation rate | 91.7% | 74.4%+17.3pp | 71.7%+20.0pp | 80.3%+11.3pp |
| Annual return | 20.14% | 106.69%-86.6pp | 592.52%-572.4pp | 373.66%-353.5pp |
| Employer contribution / active EE | $2,608 | $3,265-20.1% | $3,024-13.8% | $4,754-45.1% |
| Participant deferral / active EE | $2,776 | $4,837-42.6% | $4,438-37.4% | $6,712-58.6% |
| Admin fee / account holder | $1,137 | $6,410-82.3% | $5,616-79.8% | $11,409-90.0% |