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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 | $25,746 | $106,008-75.7% | $92,240-72.1% | $147,586-82.6% |
| Participation rate | 82.4% | 80.4%+1.9pp | 76.5%+5.9pp | 82.8%-0.5pp |
| Annual return | 17.71% | 50.05%-32.3pp | 176.29%-158.6pp | 578.59%-560.9pp |
| Employer contribution / active EE | $2,126 | $4,333-50.9% | $3,680-42.2% | $4,876-56.4% |
| Participant deferral / active EE | $4,525 | $4,478+1.1% | $3,897+16.1% | $5,439-16.8% |
| Admin fee / account holder | $395 | $6,333-93.8% | $5,194-92.4% | $10,886-96.4% |