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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 | $35,997 | $106,008-66.0% | $92,240-61.0% | $147,586-75.6% |
| Participation rate | 93.8% | 80.4%+13.3pp | 76.5%+17.3pp | 82.8%+10.9pp |
| Annual return | 31.62% | 50.05%-18.4pp | 176.29%-144.7pp | 578.59%-547.0pp |
| Employer contribution / active EE | $2,935 | $4,333-32.3% | $3,680-20.2% | $4,876-39.8% |
| Participant deferral / active EE | $2,266 | $4,478-49.4% | $3,897-41.9% | $5,439-58.3% |
| Admin fee / account holder | $3,750 | $6,333-40.8% | $5,194-27.8% | $10,886-65.6% |