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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 | $59,445 | $106,008-43.9% | $92,240-35.6% | $147,586-59.7% |
| Participation rate | 94.1% | 80.4%+13.7pp | 76.5%+17.6pp | 82.8%+11.3pp |
| Annual return | 10.23% | 50.05%-39.8pp | 176.29%-166.1pp | 578.59%-568.4pp |
| Employer contribution / active EE | $6,620 | $4,333+52.8% | $3,680+79.9% | $4,876+35.8% |
| Participant deferral / active EE | $3,431 | $4,478-23.4% | $3,897-11.9% | $5,439-36.9% |
| Admin fee / account holder | $1,477 | $6,333-76.7% | $5,194-71.6% | $10,886-86.4% |